Lindbrook Capital’s First Citizens BancShares FCNCA Stock Holding History

Lindbrook Capital’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	$24.1K	Sell	13 -12	-48%	-$24.4K	﹤0.01%	1280
2024 Q4	$52.8K	Buy	25 +1	+4%	+$2.1K	﹤0.01%	793
2024 Q3	$44.2K	Buy	24 +5	+26%	+$9.54K	﹤0.01%	883
2024 Q2	$32K	Buy	19 +2	+12%	+$3.35K	﹤0.01%	989
2024 Q1	$27.8K	Sell	17 -3	-15%	-$4.51K	﹤0.01%	1045
2023 Q4	$28.4K	Sell	20 -3	-13%	-$4.21K	﹤0.01%	1000
2023 Q3	$31.7K	Buy	23 +8	+53%	+$11K	﹤0.01%	846
2023 Q2	$19.3K	Buy	15 +3	+25%	+$3.47K	﹤0.01%	1110
2023 Q1	$11.7K	Buy	12 +2	+20%	+$1.49K	﹤0.01%	1355
2022 Q4	$7.58K	Sell	10 -7	-41%	-$5.64K	﹤0.01%	1575
2022 Q3	$14K	Buy	17 +7	+70%	+$5.47K	﹤0.01%	1163
2022 Q2	$7K	Hold	10	–	–	﹤0.01%	1400
2022 Q1	$7K	Buy	10 +6	+150%	+$4.67K	﹤0.01%	1442
2021 Q4	$3K	Hold	4	–	–	﹤0.01%	1658
2021 Q3	$3K	Hold	4	–	–	﹤0.01%	1401
2021 Q2	$3K	Hold	4	–	–	﹤0.01%	1459
2021 Q1	$3K	Hold	4	–	–	﹤0.01%	1411
2020 Q4	$2K	Hold	4	–	–	﹤0.01%	1439
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	1549
2020 Q2	$2K	Hold	4	–	–	﹤0.01%	1380
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	1444
2019 Q4	$2K	Hold	4	–	–	﹤0.01%	1283
2019 Q3	$2K	Hold	4	–	–	﹤0.01%	1255
2019 Q2	$1K	Hold	4	–	–	﹤0.01%	1323
2019 Q1	$1K	Hold	4	–	–	﹤0.01%	1301
2018 Q4	$1K	Buy	+4	New	+$1.68K	﹤0.01%	1249

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lindbrook Capital's FCNCA Position: Q1 2025 in Review

Lindbrook Capital reduced its First Citizens BancShares (FCNCA) stake by 48% in Q1 2025, selling an estimated $24.4K and leaving 13 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Lindbrook Capital first reported a position in FCNCA in Q4 2018 and has held it in 26 quarters since. The position peaked at $52.8K in Q4 2024. 611 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

Lindbrook Capital held 13 shares of First Citizens BancShares worth $24.1K as of Q1 2025.
Lindbrook Capital sold 12 First Citizens BancShares shares in Q1 2025, an estimated $24.4K.
First Citizens BancShares made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1280 holding.
Lindbrook Capital first reported a position in First Citizens BancShares in Q4 2018 and has held it in 26 quarters since.
Lindbrook Capital's First Citizens BancShares position peaked at $52.8K in Q4 2024.
611 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.