Orion Portfolio Solutions’s First Citizens BancShares FCNCA Stock Holding History

Orion Portfolio Solutions’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 Q1	$4.08M	Buy	2,202 +14	+0.6%	+$28.5K	0.04%	410
2024 Q4	$4.62M	Sell	2,188 -104	-5%	-$218K	0.05%	350
2024 Q3	$4.22M	Sell	2,292 -164	-7%	-$313K	0.04%	387
2024 Q2	$4.14M	Sell	2,456 -284	-10%	-$475K	0.04%	367
2024 Q1	$4.48M	Sell	2,740 -119	-4%	-$179K	0.05%	345
2023 Q4	$4.06M	Sell	2,859 -223	-7%	-$313K	0.05%	353
2023 Q3	$4.25M	Sell	3,082 -293	-9%	-$403K	0.05%	336
2023 Q2	$4.33M	Sell	3,375 -762	-18%	-$881K	0.05%	360
2023 Q1	$4.03M	Buy	+4,137	New	+$3.07M	0.05%	325
2020 Q2	–	Sell	-1	Closed	–	–	2260
2020 Q1	$0	Hold	1	–	–	﹤0.01%	2024
2019 Q4	$1K	Buy	+1	New	+$506	﹤0.01%	1649

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Orion Portfolio Solutions's FCNCA Position: Q1 2025 in Review

Orion Portfolio Solutions increased its First Citizens BancShares (FCNCA) stake by 0.64% in Q1 2025, buying an estimated $28.5K and bringing the position to 2,202 shares worth $4.08M. The position accounts for 0.04% of the portfolio, ranked #410.

Orion Portfolio Solutions first reported a position in FCNCA in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.62M in Q4 2024. 611 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

Orion Portfolio Solutions held 2,202 shares of First Citizens BancShares worth $4.08M as of Q1 2025.
Orion Portfolio Solutions bought 14 First Citizens BancShares shares in Q1 2025, an estimated $28.5K.
First Citizens BancShares made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #410 holding.
Orion Portfolio Solutions first reported a position in First Citizens BancShares in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's First Citizens BancShares position peaked at $4.62M in Q4 2024.
611 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.