Stevens Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Stevens Capital 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 Q4	–	Sell	-118	Closed	-$211K	–	249
2025 Q3	$211K	Buy	+118	New	+$233K	0.03%	238
2025 Q2	–	Sell	-114	Closed	-$211K	–	272
2025 Q1	$211K	Buy	+114	New	+$232K	0.05%	222
2020 Q1	–	Sell	-435	Closed	-$232K	–	148
2019 Q4	$232K	Sell	435 -72	-14%	-$36.4K	0.02%	495
2019 Q3	$239K	Buy	+507	New	+$231K	0.02%	490
2019 Q2	–	Sell	-1,090	Closed	-$444K	–	699
2019 Q1	$444K	Buy	+1,090	New	+$452K	0.02%	511
2018 Q3	–	Sell	-1,885	Closed	-$760K	–	799
2018 Q2	$760K	Buy	+1,885	New	+$812K	0.03%	480
2014 Q4	–	Sell	-7,258	Closed	-$1.57M	–	1077
2014 Q3	$1.57M	Buy	+7,258	New	+$1.64M	0.05%	369

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 $3.37T AUM 44.26% 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

Stevens Capital Management's FCNCA Position: Q4 2025 in Review

Stevens Capital Management sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 118 shares — an estimated $211K sold.

Stevens Capital Management first reported a position in FCNCA in Q3 2014 and held it in 7 quarters. The position peaked at $1.57M in Q3 2014. 652 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

Stevens Capital Management reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
Stevens Capital Management sold 118 First Citizens BancShares shares in Q4 2025, an estimated $211K.
Stevens Capital Management first reported a position in First Citizens BancShares in Q3 2014 and held it in 7 quarters.
Stevens Capital Management's First Citizens BancShares position peaked at $1.57M in Q3 2014.
652 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on Stevens Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.