Pathstone Holdings
FCNCA icon

Pathstone Holdings’s First Citizens BancShares FCNCA Stock Holding History

Pathstone Holdings’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
Q1 		$6.51M Buy
3,453
+1
+0% +$2.01K 0.03% 478
2025
Q4 		$7.41M Buy
3,452
+207
+6% +$390K 0.03% 421
2025
Q3 		$5.8M Sell
3,245
-16
-0.5% -$31.5K 0.02% 517
2025
Q2 		$6.38M Sell
3,261
-494
-13% -$896K 0.03% 465
2025
Q1 		$6.96M Buy
3,755
+204
+6% +$415K 0.03% 447
2024
Q4 		$7.5M Sell
3,551
-116
-3% -$243K 0.03% 413
2024
Q3 		$6.75M Sell
3,667
-13
-0.4% -$24.8K 0.03% 457
2024
Q2 		$6.2M Sell
3,680
-183
-5% -$306K 0.03% 460
2024
Q1 		$6.32M Buy
3,863
+3,174
+461% +$4.77M 0.03% 440
2023
Q4 		$978K Buy
+689
New +$968K 0.01% 1093

Other funds holding FCNCA

BlackRock
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return