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Summit X LLC’s First Citizens BancShares FCNCA Stock Holding History

Summit X LLC’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 		– Sell
-1,128
Closed -$2.21M – 81
2025
Q2 		$2.21M Buy
1,128
+12
+1% +$21.8K 0.41% 48
2025
Q1 		$2.07M Sell
1,116
-36
-3% -$73.3K 0.44% 46
2024
Q4 		$2.43M Sell
1,152
-16
-1% -$33.5K 0.54% 39
2024
Q3 		$1.97M Sell
1,168
-114
-9% -$218K 0.48% 42
2024
Q2 		$2.17M Buy
1,282
+87
+7% +$146K 0.49% 40
2024
Q1 		$1.96M Buy
1,195
+37
+3% +$55.6K 0.5% 45
2023
Q4 		$1.64M Buy
1,158
+14
+1% +$19.7K 0.47% 44
2023
Q3 		$1.58M Sell
1,144
-135
-11% -$186K 0.5% 39
2023
Q2 		$1.65M Sell
1,279
-40
-3% -$46.3K 0.4% 47
2023
Q1 		$1.28M Sell
1,319
-218
-14% -$162K 0.33% 58
2022
Q4 		$1.01M Sell
1,537
-47
-3% -$37.9K 0.29% 77
2022
Q3 		$1.28M Buy
1,584
+41
+3% +$32K 0.38% 62
2022
Q2 		$1.01M Sell
1,543
-17
-1% -$11.1K 0.29% 75
2022
Q1 		$1.04M Buy
+1,560
New +$1.21M 0.25% 84

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $75.4B AUM 14.46% 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 $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Summit X LLC's FCNCA Position: Q3 2025 in Review

Summit X LLC sold out of First Citizens BancShares (FCNCA) in Q3 2025, closing a stake of 1,128 shares — an estimated $2.21M sold.

Summit X LLC first reported a position in FCNCA in Q1 2022 and held it in 14 quarters. The position peaked at $2.43M in Q4 2024. 622 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

  • Summit X LLC reported no remaining First Citizens BancShares position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 1,128 First Citizens BancShares shares in Q3 2025, an estimated $2.21M.
  • Summit X LLC first reported a position in First Citizens BancShares in Q1 2022 and held it in 14 quarters.
  • Summit X LLC's First Citizens BancShares position peaked at $2.43M in Q4 2024.
  • 622 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.