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

Smartleaf 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
2026 Q1	$122K	Hold	66	–	–	﹤0.01%	1010
2025 Q4	$143K	Buy	66 +8	+14%	+$15.1K	0.01%	988
2025 Q3	$104K	Buy	58 +15	+35%	+$29.6K	0.01%	1044
2025 Q2	$84.1K	Sell	43 -8	-16%	-$14.5K	0.01%	929
2025 Q1	$93.6K	Buy	51 +1	+2%	+$2.04K	0.01%	861
2024 Q4	$106K	Buy	50 +12	+32%	+$25.1K	0.01%	814
2024 Q3	$70.1K	Buy	38 +12	+46%	+$22.9K	0.01%	805
2024 Q2	$43.7K	Sell	26 -115	-82%	-$192K	0.01%	778
2024 Q1	$228K	Sell	141 -54	-28%	-$81.2K	0.04%	331
2023 Q4	$280K	Buy	+195	New	+$274K	0.08%	258

Other funds holding FCNCA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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

Coatue Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return