Mather Group’s First Citizens BancShares FCNCA Stock Holding History

Mather Group’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
2026 Q1	$24.5K	Buy	+13	New	+$26.1K	﹤0.01%	1237
2025 Q4	–	Sell	-13	Closed	-$23.3K	–	977
2025 Q3	$23.3K	Buy	+13	New	+$25.6K	﹤0.01%	1083
2025 Q2	–	Sell	-17	Closed	-$31.5K	–	977
2025 Q1	$31.5K	Sell	17 -1	-6%	-$2.04K	﹤0.01%	983
2024 Q4	$38K	Buy	18 +5	+38%	+$10.5K	﹤0.01%	924
2024 Q3	$23.9K	Sell	13 -3	-19%	-$5.72K	﹤0.01%	1029
2024 Q2	$26.2K	Sell	16 -3	-16%	-$5.02K	﹤0.01%	1201
2024 Q1	$27K	Buy	+19	New	+$28.6K	﹤0.01%	996

Other funds holding FCNCA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Coatue Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return