Oak Thistle LLC’s First Citizens BancShares FCNCA Stock Holding History

Oak Thistle LLC’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
2026 Q3	–	Sell	-543	Closed	-$1.13M	–	540
2026 Q2	$1.13M	Buy	+543	New	+$1.09M	0.11%	313
2025 Q4	–	Sell	-950	Closed	-$1.7M	–	552
2025 Q3	$1.7M	Buy	+950	New	+$1.87M	0.26%	144
2024 Q4	–	Sell	-359	Closed	-$661K	–	451
2024 Q3	$661K	Sell	359 -12	-3%	-$22.9K	0.21%	192
2024 Q2	$625K	Buy	+371	New	+$621K	0.46%	64
2024 Q1	–	Sell	-160	Closed	-$227K	–	378
2023 Q4	$227K	Buy	+160	New	+$225K	0.07%	375

Other funds holding FCNCA

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Oak Thistle LLC's FCNCA Position: Q3 2026 in Review

Oak Thistle LLC sold out of First Citizens BancShares (FCNCA) in Q3 2026, closing a stake of 543 shares — an estimated $1.13M sold.

Oak Thistle LLC first reported a position in FCNCA in Q4 2023 and held it in 5 quarters. The position peaked at $1.7M in Q3 2025. 430 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

Oak Thistle LLC reported no remaining First Citizens BancShares position as of Q3 2026 after selling out during the quarter.
Oak Thistle LLC sold 543 First Citizens BancShares shares in Q3 2026, an estimated $1.13M.
Oak Thistle LLC first reported a position in First Citizens BancShares in Q4 2023 and held it in 5 quarters.
Oak Thistle LLC's First Citizens BancShares position peaked at $1.7M in Q3 2025.
430 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.