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
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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return