Oak Harbor Wealth Partners’s First Citizens BancShares FCNCA Stock Holding History

Oak Harbor 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 Q2	–	Sell	-1,000	Closed	-$1.85M	–	254
2025 Q1	$1.85M	Hold	1,000	–	–	0.53%	46
2024 Q4	$2.11M	Hold	1,000	–	–	0.61%	42
2024 Q3	$1.84M	Hold	1,000	–	–	0.52%	53
2024 Q2	$1.68M	Hold	1,000	–	–	0.53%	47
2024 Q1	$1.64M	Hold	1,000	–	–	0.51%	50
2023 Q4	$1.42M	Hold	1,000	–	–	0.48%	60
2023 Q3	$1.38M	Hold	1,000	–	–	0.49%	59
2023 Q2	$1.28M	Hold	1,000	–	–	0.44%	66
2023 Q1	$973K	Hold	1,000	–	–	0.35%	71
2022 Q4	$758K	Hold	1,000	–	–	0.29%	77
2022 Q3	$797K	Hold	1,000	–	–	0.31%	71
2022 Q2	$654K	Buy	+1,000	New	+$652K	0.26%	83
2022 Q1	–	Sell	-250	Closed	-$207K	–	234
2021 Q4	$207K	Buy	+250	New	+$208K	0.07%	166

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

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

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Oak Harbor Wealth Partners's FCNCA Position: Q2 2025 in Review

Oak Harbor Wealth Partners sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 1,000 shares — an estimated $1.85M sold.

Oak Harbor Wealth Partners first reported a position in FCNCA in Q4 2021 and held it in 13 quarters. The position peaked at $2.11M in Q4 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

Oak Harbor Wealth Partners reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
Oak Harbor Wealth Partners sold 1,000 First Citizens BancShares shares in Q2 2025, an estimated $1.85M.
Oak Harbor Wealth Partners first reported a position in First Citizens BancShares in Q4 2021 and held it in 13 quarters.
Oak Harbor Wealth Partners's First Citizens BancShares position peaked at $2.11M in Q4 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.