Mawer Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Mawer Investment Management’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 Q4	–	Sell	-6,433	Closed	-$11.5M	–	128
2025 Q3	$11.5M	Sell	6,433 -2,191	-25%	-$4.32M	0.06%	92
2025 Q2	$16.9M	Sell	8,624 -298	-3%	-$541K	0.09%	90
2025 Q1	$16.5M	Sell	8,922 -781	-8%	-$1.59M	0.08%	85
2024 Q4	$20.5M	Sell	9,703 -70	-0.7%	-$147K	0.09%	78
2024 Q3	$18M	Buy	9,773 +306	+3%	+$584K	0.08%	79
2024 Q2	$15.9M	Buy	9,467 +3,773	+66%	+$6.31M	0.08%	78
2024 Q1	$9.31M	Buy	5,694 +2,813	+98%	+$4.23M	0.04%	82
2023 Q4	$4.09M	Buy	2,881 +581	+25%	+$816K	0.02%	85
2023 Q3	$3.17M	Buy	+2,300	New	+$3.16M	0.02%	88

Other funds holding FCNCA

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

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

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Mawer Investment Management's FCNCA Position: Q4 2025 in Review

Mawer Investment Management sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 6,433 shares — an estimated $11.5M sold.

Mawer Investment Management first reported a position in FCNCA in Q3 2023 and held it in 9 quarters. The position peaked at $20.5M in Q4 2024. 652 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

Mawer Investment Management reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
Mawer Investment Management sold 6,433 First Citizens BancShares shares in Q4 2025, an estimated $11.5M.
Mawer Investment Management first reported a position in First Citizens BancShares in Q3 2023 and held it in 9 quarters.
Mawer Investment Management's First Citizens BancShares position peaked at $20.5M in Q4 2024.
652 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on Mawer Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.