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Stoneridge Investment Partners’s First Citizens BancShares FCNCA Stock Holding History

Stoneridge Investment Partners’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
Q1 		– Sell
-787
Closed -$1.66M – 131
2024
Q4 		$1.66M Buy
+787
New +$1.65M 0.59% 51

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Vanguard Group
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Stoneridge Investment Partners's FCNCA Position: Q1 2025 in Review

Stoneridge Investment Partners sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 787 shares — an estimated $1.66M sold.

Stoneridge Investment Partners first reported a position in FCNCA in Q4 2024 and held it in 1 quarter. The position peaked at $1.66M in Q4 2024. 610 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

  • Stoneridge Investment Partners reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
  • Stoneridge Investment Partners sold 787 First Citizens BancShares shares in Q1 2025, an estimated $1.66M.
  • Stoneridge Investment Partners first reported a position in First Citizens BancShares in Q4 2024 and held it in 1 quarter.
  • Stoneridge Investment Partners's First Citizens BancShares position peaked at $1.66M in Q4 2024.
  • 610 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Stoneridge Investment Partners's 13F filing for Q1 2025, filed 14 May 2025.