Shell Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Shell Asset Management’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 Q3	$437K	Sell	244 -35	-13%	-$69K	0.04%	367
2025 Q2	$546K	Sell	279 -5	-2%	-$9.07K	0.02%	473
2025 Q1	$527K	Sell	284 -2	-0.7%	-$4.07K	0.03%	437
2024 Q4	$604K	Sell	286 -91	-24%	-$191K	0.03%	433
2024 Q3	$694K	Buy	+377	New	+$719K	0.03%	396
2024 Q1	$641K	Buy	381 +308	+422%	+$463K	0.03%	400
2023 Q4	$104K	Sell	73 -103	-59%	-$145K	﹤0.01%	1047
2023 Q3	$243K	Sell	176 -2	-1%	-$2.75K	0.01%	838
2023 Q2	$228K	Sell	178 -168	-49%	-$194K	0.01%	873
2023 Q1	$337K	Sell	346 -1	-0.3%	-$743	0.01%	734
2022 Q4	$263K	Sell	347 -80	-19%	-$64.4K	0.01%	832
2022 Q3	$341K	Sell	427 -111	-21%	-$86.7K	0.01%	770
2022 Q2	$352K	Buy	538 +3	+0.6%	+$1.96K	0.01%	899
2022 Q1	$356K	Sell	535 -78	-13%	-$60.7K	0.01%	972
2021 Q4	$509K	Buy	613 +7	+1%	+$5.84K	0.01%	893
2021 Q3	$511K	Sell	606 -20	-3%	-$16.6K	0.01%	858
2021 Q2	$521K	Buy	+626	New	+$534K	0.01%	894

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Shell Asset Management's FCNCA Position: Q3 2025 in Review

Shell Asset Management reduced its First Citizens BancShares (FCNCA) stake by 13% in Q3 2025, selling an estimated $69K and leaving 244 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #367.

Shell Asset Management first reported a position in FCNCA in Q2 2021 and has held it in 17 quarters since. The position peaked at $694K in Q3 2024. 622 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

Shell Asset Management held 244 shares of First Citizens BancShares worth $437K as of Q3 2025.
Shell Asset Management sold 35 First Citizens BancShares shares in Q3 2025, an estimated $69K.
First Citizens BancShares made up 0.04% of Shell Asset Management's portfolio in Q3 2025, its #367 holding.
Shell Asset Management first reported a position in First Citizens BancShares in Q2 2021 and has held it in 17 quarters since.
Shell Asset Management's First Citizens BancShares position peaked at $694K in Q3 2024.
622 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.