Oliver Lagore Vanvalin Investment Group’s First Citizens BancShares FCNCA Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$16.7K	Buy	+9	New	+$16.3K	0.01%	369
2024 Q4	$19K	Hold	9	–	–	﹤0.01%	373
2024 Q3	$16.6K	Hold	9	–	–	﹤0.01%	364
2024 Q2	$15.2K	Hold	9	–	–	﹤0.01%	364
2024 Q1	$14.7K	Hold	9	–	–	﹤0.01%	375
2023 Q4	$12.8K	Hold	9	–	–	﹤0.01%	378
2023 Q3	$12.4K	Hold	9	–	–	﹤0.01%	405
2023 Q2	$11.6K	Hold	9	–	–	﹤0.01%	444
2023 Q1	$8.76K	Hold	9	–	–	﹤0.01%	399
2022 Q4	$6.83K	Hold	9	–	–	﹤0.01%	421
2022 Q3	$7K	Buy	+9	New	+$7.03K	﹤0.01%	384

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FCNCA Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in First Citizens BancShares (FCNCA) in Q2 2025: 9 shares worth $16.7K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FCNCA as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FCNCA in Q3 2022 and has held it in 11 quarters since. The position peaked at $19K in Q4 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 9 shares of First Citizens BancShares worth $16.7K as of Q2 2025.
First Citizens BancShares was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
First Citizens BancShares made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #369 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in First Citizens BancShares in Q3 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's First Citizens BancShares position peaked at $19K in Q4 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.