Steward Financial Group’s First Citizens BancShares FCNCA Stock Holding History

Steward Financial Group’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
2023 Q3	$9K	Buy	+7	New	+$9.62K	﹤0.01%	402
2023 Q2	–	Sell	-2	Closed	-$1K	–	651
2023 Q1	$1K	Sell	2 -2	-50%	-$1.49K	﹤0.01%	603
2022 Q4	$3K	Buy	+4	New	+$3.22K	﹤0.01%	264
2022 Q3	–	Sell	-5	Closed	-$3K	–	510
2022 Q2	$3K	Buy	+5	New	+$3.26K	﹤0.01%	445

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

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ACM

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Steward Financial Group's FCNCA Position: Q3 2023 in Review

Steward Financial Group opened a new position in First Citizens BancShares (FCNCA) in Q3 2023: 7 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FCNCA as recently as Q1 2023.

Steward Financial Group first reported a position in FCNCA in Q2 2022 and has held it in 4 quarters since. 494 funds tracked by Wall St. Rank hold FCNCA as of Q3 2023.

Steward Financial Group held 7 shares of First Citizens BancShares worth $9K as of Q3 2023.
First Citizens BancShares was a new Steward Financial Group position in Q3 2023.
First Citizens BancShares made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #402 holding.
Steward Financial Group first reported a position in First Citizens BancShares in Q2 2022 and has held it in 4 quarters since.
494 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.