SVB Wealth’s First Citizens BancShares FCNCA Stock Holding History

SVB Wealth’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 Q2	–	Sell	-19	Closed	-$35.2K	–	906
2025 Q1	$35.2K	Buy	+19	New	+$38.7K	﹤0.01%	620

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SVB Wealth's FCNCA Position: Q2 2025 in Review

SVB Wealth sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 19 shares — an estimated $35.2K sold.

SVB Wealth first reported a position in FCNCA in Q1 2025 and held it in 1 quarter. The position peaked at $35.2K in Q1 2025. 602 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

SVB Wealth reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 19 First Citizens BancShares shares in Q2 2025, an estimated $35.2K.
SVB Wealth first reported a position in First Citizens BancShares in Q1 2025 and held it in 1 quarter.
SVB Wealth's First Citizens BancShares position peaked at $35.2K in Q1 2025.
602 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.