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Mosaic Family Wealth Partners’s First Citizens BancShares FCNCA Stock Holding History

Mosaic Family Wealth Partners’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
-115
Closed -$207K – 246
2025
Q3 		$207K Hold
115
– – 0.02% 224
2025
Q2 		$225K Sell
115
-14
-11% -$25.4K 0.03% 210
2025
Q1 		$239K Buy
+129
New +$263K 0.03% 192
2024
Q2 		– Sell
-290
Closed -$474K – 199
2024
Q1 		$474K Buy
+290
New +$436K 0.08% 118

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mosaic Family Wealth Partners's FCNCA Position: Q4 2025 in Review

Mosaic Family Wealth Partners sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 115 shares — an estimated $207K sold.

Mosaic Family Wealth Partners first reported a position in FCNCA in Q1 2024 and held it in 4 quarters. The position peaked at $474K in Q1 2024. 652 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

  • Mosaic Family Wealth Partners reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 115 First Citizens BancShares shares in Q4 2025, an estimated $207K.
  • Mosaic Family Wealth Partners first reported a position in First Citizens BancShares in Q1 2024 and held it in 4 quarters.
  • Mosaic Family Wealth Partners's First Citizens BancShares position peaked at $474K in Q1 2024.
  • 652 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on Mosaic Family Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.