Rise Advisors’s First Citizens BancShares FCNCA Stock Holding History

Rise 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 Q4	–	Sell	-9	Closed	-$16.5K	–	570
2025 Q3	$16.5K	Hold	9	–	–	0.01%	695
2025 Q2	$18K	Hold	9	–	–	0.01%	597
2025 Q1	$17.1K	Hold	9	–	–	0.01%	607
2024 Q4	$19.4K	Hold	9	–	–	0.01%	680
2024 Q3	$16.9K	Hold	9	–	–	0.01%	797
2024 Q2	$15.4K	Hold	9	–	–	0.01%	808
2024 Q1	$15K	Hold	9	–	–	0.01%	858
2023 Q4	$13K	Hold	9	–	–	0.01%	294
2023 Q3	$12.6K	Hold	9	–	–	0.01%	296
2023 Q2	$11.7K	Hold	9	–	–	0.01%	315
2023 Q1	$8.89K	Hold	9	–	–	0.01%	379
2022 Q4	$6.92K	Hold	9	–	–	0.01%	405
2022 Q3	$7K	Hold	9	–	–	0.01%	387
2022 Q2	$6K	Hold	9	–	–	0.01%	415
2022 Q1	$6K	Buy	+9	New	+$7.01K	0.01%	392

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 $3.38T AUM 44.17% 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

Rise Advisors's FCNCA Position: Q4 2025 in Review

Rise Advisors sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 9 shares — an estimated $16.5K sold.

Rise Advisors first reported a position in FCNCA in Q1 2022 and held it in 15 quarters. The position peaked at $19.4K in Q4 2024. 652 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

Rise Advisors reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 9 First Citizens BancShares shares in Q4 2025, an estimated $16.5K.
Rise Advisors first reported a position in First Citizens BancShares in Q1 2022 and held it in 15 quarters.
Rise Advisors's First Citizens BancShares position peaked at $19.4K in Q4 2024.
652 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.