R Squared’s First Citizens BancShares FCNCA Stock Holding History

R Squared’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	-170	Closed	-$304K	–	588
2025 Q3	$304K	Buy	+170	New	+$335K	0.13%	245

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Coatue Management New York $48.6B AUM 94.27% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

R Squared's FCNCA Position: Q4 2025 in Review

R Squared sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 170 shares — an estimated $304K sold.

R Squared first reported a position in FCNCA in Q3 2025 and held it in 1 quarter. The position peaked at $304K in Q3 2025. 652 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

R Squared reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
R Squared sold 170 First Citizens BancShares shares in Q4 2025, an estimated $304K.
R Squared first reported a position in First Citizens BancShares in Q3 2025 and held it in 1 quarter.
R Squared's First Citizens BancShares position peaked at $304K in Q3 2025.
652 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.