Modera Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Modera Wealth 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 Q3	–	Sell	-122	Closed	-$239K	–	654
2025 Q2	$239K	Hold	122	–	–	﹤0.01%	586
2025 Q1	$226K	Sell	122 -9	-7%	-$18.3K	﹤0.01%	572
2024 Q4	$277K	Buy	131 +4	+3%	+$8.38K	﹤0.01%	529
2024 Q3	$234K	Buy	127 +3	+2%	+$5.72K	﹤0.01%	549
2024 Q2	$209K	Sell	124 -1	-0.8%	-$1.67K	﹤0.01%	543
2024 Q1	$204K	Buy	+125	New	+$188K	﹤0.01%	544
2023 Q4	–	Sell	-155	Closed	-$214K	–	534
2023 Q3	$214K	Buy	+155	New	+$213K	﹤0.01%	504

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 $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Modera Wealth Management's FCNCA Position: Q3 2025 in Review

Modera Wealth Management sold out of First Citizens BancShares (FCNCA) in Q3 2025, closing a stake of 122 shares — an estimated $239K sold.

Modera Wealth Management first reported a position in FCNCA in Q3 2023 and held it in 7 quarters. The position peaked at $277K in Q4 2024. 622 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

Modera Wealth Management reported no remaining First Citizens BancShares position as of Q3 2025 after selling out during the quarter.
Modera Wealth Management sold 122 First Citizens BancShares shares in Q3 2025, an estimated $239K.
Modera Wealth Management first reported a position in First Citizens BancShares in Q3 2023 and held it in 7 quarters.
Modera Wealth Management's First Citizens BancShares position peaked at $277K in Q4 2024.
622 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.