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Stonegate Investment Group’s First Citizens BancShares FCNCA Stock Holding History

Stonegate Investment 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
2025
Q3 		$546K Hold
305
– – 0.01% 243
2025
Q2 		$597K Buy
305
+38
+14% +$68.9K 0.02% 223
2025
Q1 		$495K Sell
267
-12
-4% -$24.4K 0.01% 217
2024
Q4 		$590K Buy
279
+12
+4% +$25.1K 0.02% 199
2024
Q3 		$492K Buy
267
+80
+43% +$153K 0.01% 231
2024
Q2 		$315K Buy
+187
New +$313K 0.01% 264

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stonegate Investment Group's FCNCA Position: Q3 2025 in Review

Stonegate Investment Group held its First Citizens BancShares (FCNCA) position steady in Q3 2025 at 305 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #243.

Stonegate Investment Group first reported a position in FCNCA in Q2 2024 and has held it in 6 quarters since. The position peaked at $597K in Q2 2025. 622 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

  • Stonegate Investment Group held 305 shares of First Citizens BancShares worth $546K as of Q3 2025.
  • Stonegate Investment Group left its First Citizens BancShares share count unchanged in Q3 2025.
  • First Citizens BancShares made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #243 holding.
  • Stonegate Investment Group first reported a position in First Citizens BancShares in Q2 2024 and has held it in 6 quarters since.
  • Stonegate Investment Group's First Citizens BancShares position peaked at $597K in Q2 2025.
  • 622 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.