Mercer Global Advisors’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Buy |
436
+189
| +77% | +$370K | ﹤0.01% | 1268 |
|
|
2025
Q1 | $459K | Buy |
247
+28
| +13% | +$52K | ﹤0.01% | 1521 |
|
|
2024
Q4 | $464K | Sell |
219
-13
| -6% | -$27.5K | ﹤0.01% | 1484 |
|
|
2024
Q3 | $422K | Buy |
232
+14
| +6% | +$25.4K | ﹤0.01% | 1432 |
|
|
2024
Q2 | $367K | Buy |
218
+32
| +17% | +$53.8K | ﹤0.01% | 1479 |
|
|
2024
Q1 | $304K | Sell |
186
-70
| -27% | -$114K | ﹤0.01% | 1553 |
|
|
2023
Q4 | $363K | Buy |
256
+19
| +8% | +$26.9K | ﹤0.01% | 1500 |
|
|
2023
Q3 | $327K | Sell |
237
-29
| -11% | -$40K | ﹤0.01% | 1475 |
|
|
2023
Q2 | $341K | Sell |
266
-164
| -38% | -$210K | ﹤0.01% | 1437 |
|
|
2023
Q1 | $402K | Sell |
430
-11
| -2% | -$10.3K | ﹤0.01% | 1325 |
|
|
2022
Q4 | $334K | Sell |
441
-7
| -2% | -$5.3K | ﹤0.01% | 1444 |
|
|
2022
Q3 | $357K | Buy |
+448
| New | +$357K | ﹤0.01% | 1317 |
|