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Strategic Wealth Partners’s First Citizens BancShares FCNCA Stock Holding History

Strategic Wealth 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
Q4 		– Sell
-118
Closed -$211K – 1490
2025
Q3 		$211K Hold
118
– – 0.02% 327
2025
Q2 		$231K Buy
+118
New +$214K 0.02% 303

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Wealth Partners's FCNCA Position: Q4 2025 in Review

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

Strategic Wealth Partners first reported a position in FCNCA in Q2 2025 and held it in 2 quarters. The position peaked at $231K in Q2 2025. 653 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

  • Strategic Wealth Partners reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 118 First Citizens BancShares shares in Q4 2025, an estimated $211K.
  • Strategic Wealth Partners first reported a position in First Citizens BancShares in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's First Citizens BancShares position peaked at $231K in Q2 2025.
  • 653 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.