Simon Quick Advisors’s First Citizens BancShares FCNCA Stock Holding History

Simon Quick 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 Q2	–	Sell	-129	Closed	-$239K	–	459
2025 Q1	$239K	Buy	129 +25	+24%	+$50.9K	0.01%	501
2024 Q4	$220K	Sell	104 -25	-19%	-$52.4K	0.01%	426
2024 Q3	$238K	Buy	129 +1	+0.8%	+$1.91K	0.02%	371
2024 Q2	$216K	Sell	128 -1	-0.8%	-$1.67K	0.02%	355
2024 Q1	$211K	Buy	+129	New	+$194K	0.02%	378
2020 Q4	–	Sell	-38	Closed	-$12K	–	471
2020 Q3	$12K	Hold	38	–	–	﹤0.01%	326
2020 Q2	$15K	Buy	+38	New	+$13.9K	0.01%	304

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 $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Simon Quick Advisors's FCNCA Position: Q2 2025 in Review

Simon Quick Advisors sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 129 shares — an estimated $239K sold.

Simon Quick Advisors first reported a position in FCNCA in Q2 2020 and held it in 7 quarters. The position peaked at $239K in Q1 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

Simon Quick Advisors reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 129 First Citizens BancShares shares in Q2 2025, an estimated $239K.
Simon Quick Advisors first reported a position in First Citizens BancShares in Q2 2020 and held it in 7 quarters.
Simon Quick Advisors's First Citizens BancShares position peaked at $239K in Q1 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.