PFW Advisors’s First Citizens BancShares FCNCA Stock Holding History

PFW Advisors’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	–	Sell	-101	Closed	-$213K	–	124
2024 Q4	$213K	Buy	+101	New	+$212K	0.07%	117

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PFW Advisors's FCNCA Position: Q1 2025 in Review

PFW Advisors sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 101 shares — an estimated $213K sold.

PFW Advisors first reported a position in FCNCA in Q4 2024 and held it in 1 quarter. The position peaked at $213K in Q4 2024. 613 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

PFW Advisors reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
PFW Advisors sold 101 First Citizens BancShares shares in Q1 2025, an estimated $213K.
PFW Advisors first reported a position in First Citizens BancShares in Q4 2024 and held it in 1 quarter.
PFW Advisors's First Citizens BancShares position peaked at $213K in Q4 2024.
613 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on PFW Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.