Oliver Luxxe Assets’s First Citizens BancShares FCNCA Stock Holding History

Oliver Luxxe Assets’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 Q3	–	Sell	-3,342	Closed	-$6.54M	–	189
2025 Q2	$6.54M	Buy	3,342 +107	+3%	+$194K	1.17%	24
2025 Q1	$6M	Buy	3,235 +319	+11%	+$650K	1.11%	25
2024 Q4	$5.37M	Hold	2,916	–	–	0.97%	33
2024 Q3	$5.37M	Buy	2,916 +537	+23%	+$1.02M	0.96%	34
2024 Q2	$4.01M	Sell	2,379 -13	-0.5%	-$21.7K	0.85%	45
2024 Q1	$3.91M	Buy	+2,392	New	+$3.6M	0.82%	44

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Oliver Luxxe Assets's FCNCA Position: Q3 2025 in Review

Oliver Luxxe Assets sold out of First Citizens BancShares (FCNCA) in Q3 2025, closing a stake of 3,342 shares — an estimated $6.54M sold.

Oliver Luxxe Assets first reported a position in FCNCA in Q1 2024 and held it in 6 quarters. The position peaked at $6.54M in Q2 2025. 622 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

Oliver Luxxe Assets reported no remaining First Citizens BancShares position as of Q3 2025 after selling out during the quarter.
Oliver Luxxe Assets sold 3,342 First Citizens BancShares shares in Q3 2025, an estimated $6.54M.
Oliver Luxxe Assets first reported a position in First Citizens BancShares in Q1 2024 and held it in 6 quarters.
Oliver Luxxe Assets's First Citizens BancShares position peaked at $6.54M in Q2 2025.
622 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on Oliver Luxxe Assets's 13F filing for Q3 2025, filed 24 Oct 2025.