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Pinnacle Associates’s First Citizens BancShares FCNCA Stock Holding History

Pinnacle Associates’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
Q4 		– Sell
-173
Closed -$310K – 937
2025
Q3 		$310K Hold
173
– – ﹤0.01% 744
2025
Q2 		$338K Hold
173
– – ﹤0.01% 708
2025
Q1 		$321K Hold
173
– – ﹤0.01% 700
2024
Q4 		$366K Buy
+173
New +$362K 0.01% 669

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Associates's FCNCA Position: Q4 2025 in Review

Pinnacle Associates sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 173 shares — an estimated $310K sold.

Pinnacle Associates first reported a position in FCNCA in Q4 2024 and held it in 4 quarters. The position peaked at $366K in Q4 2024. 652 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

  • Pinnacle Associates reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
  • Pinnacle Associates sold 173 First Citizens BancShares shares in Q4 2025, an estimated $310K.
  • Pinnacle Associates first reported a position in First Citizens BancShares in Q4 2024 and held it in 4 quarters.
  • Pinnacle Associates's First Citizens BancShares position peaked at $366K in Q4 2024.
  • 652 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on Pinnacle Associates's 13F filing for Q4 2025, filed 5 Feb 2026.