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LGT Financial Advisors’s First Citizens BancShares FCNCA Stock Holding History

LGT Financial Advisors’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19
Closed -$40.1K – 453
2024
Q4 		$40.1K Hold
19
– – 0.09% 181
2024
Q3 		$35K Hold
19
– – 0.09% 178
2024
Q2 		$32K Hold
19
– – 0.07% 214
2024
Q1 		$31.1K Hold
19
– – 0.04% 286
2023
Q4 		$27K Hold
19
– – 0.03% 283
2023
Q3 		$26.2K Buy
+19
New +$26.1K 0.03% 292

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LGT Financial Advisors's FCNCA Position: Q1 2025 in Review

LGT Financial Advisors sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 19 shares — an estimated $40.1K sold.

LGT Financial Advisors first reported a position in FCNCA in Q3 2023 and held it in 6 quarters. The position peaked at $40.1K in Q4 2024. 612 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

  • LGT Financial Advisors reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 19 First Citizens BancShares shares in Q1 2025, an estimated $40.1K.
  • LGT Financial Advisors first reported a position in First Citizens BancShares in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's First Citizens BancShares position peaked at $40.1K in Q4 2024.
  • 612 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.