Sherbrooke Park Advisers’s First Citizens BancShares FCNCA Stock Holding History

Sherbrooke Park Advisers’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	–	Sell	-103	Closed	-$202K	–	585
2025 Q2	$202K	Sell	103 -171	-62%	-$310K	0.09%	395
2025 Q1	$508K	Buy	+274	New	+$558K	0.24%	138
2024 Q4	–	Sell	-476	Closed	-$876K	–	898
2024 Q3	$876K	Sell	476 -36	-7%	-$68.7K	0.2%	105
2024 Q2	$862K	Buy	512 +297	+138%	+$497K	0.15%	214
2024 Q1	$352K	Buy	+215	New	+$323K	0.07%	502

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 $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 $3.37T AUM 44.26% 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

Sherbrooke Park Advisers's FCNCA Position: Q3 2025 in Review

Sherbrooke Park Advisers sold out of First Citizens BancShares (FCNCA) in Q3 2025, closing a stake of 103 shares — an estimated $202K sold.

Sherbrooke Park Advisers first reported a position in FCNCA in Q1 2024 and held it in 5 quarters. The position peaked at $876K in Q3 2024. 622 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

Sherbrooke Park Advisers reported no remaining First Citizens BancShares position as of Q3 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 103 First Citizens BancShares shares in Q3 2025, an estimated $202K.
Sherbrooke Park Advisers first reported a position in First Citizens BancShares in Q1 2024 and held it in 5 quarters.
Sherbrooke Park Advisers's First Citizens BancShares position peaked at $876K in Q3 2024.
622 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.