MLM
FCNCA icon

Mount Lucas Management’s First Citizens BancShares FCNCA Stock Holding History

Mount Lucas 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
Q1 		– Sell
-260
Closed -$549K – 168
2024
Q4 		$549K Sell
260
-55
-17% -$115K 0.19% 101
2024
Q3 		$580K Buy
315
+8
+3% +$15.3K 0.2% 120
2024
Q2 		$517K Sell
307
-5
-2% -$8.36K 0.15% 115
2024
Q1 		$510K Sell
312
-29
-9% -$43.6K 0.14% 123
2023
Q4 		$484K Buy
+341
New +$479K 0.14% 125

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mount Lucas Management's FCNCA Position: Q1 2025 in Review

Mount Lucas Management sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 260 shares — an estimated $549K sold.

Mount Lucas Management first reported a position in FCNCA in Q4 2023 and held it in 5 quarters. The position peaked at $580K in Q3 2024. 612 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

  • Mount Lucas Management reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
  • Mount Lucas Management sold 260 First Citizens BancShares shares in Q1 2025, an estimated $549K.
  • Mount Lucas Management first reported a position in First Citizens BancShares in Q4 2023 and held it in 5 quarters.
  • Mount Lucas Management's First Citizens BancShares position peaked at $580K in Q3 2024.
  • 612 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Mount Lucas Management's 13F filing for Q1 2025, filed 6 May 2025.