Systematic Financial Management’s First Citizens BancShares FCNCA Stock Holding History

Systematic Financial Management’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
2026 Q1	$31.5M	Sell	16,734 -847	-5%	-$1.7M	0.72%	46
2025 Q4	$37.7M	Sell	17,581 -2,911	-14%	-$5.49M	0.89%	35
2025 Q3	$36.7M	Sell	20,492 -5,628	-22%	-$11.1M	0.89%	34
2025 Q2	$51.1M	Sell	26,120 -113	-0.4%	-$205K	1.36%	12
2025 Q1	$48.6M	Sell	26,233 -3,864	-13%	-$7.87M	1.39%	7
2024 Q4	$63.6M	Sell	30,097 -6,925	-19%	-$14.5M	1.62%	4
2024 Q3	$68.2M	Sell	37,022 -22,224	-38%	-$42.4M	1.74%	4
2024 Q2	$99.7M	Sell	59,246 -6,679	-10%	-$11.2M	3.03%	1
2024 Q1	$108M	Sell	65,925 -2,406	-4%	-$3.62M	3.01%	1
2023 Q4	$97M	Sell	68,331 -8,995	-12%	-$12.6M	2.88%	1
2023 Q3	$107M	Sell	77,326 -2,413	-3%	-$3.32M	3.44%	1
2023 Q2	$102M	Sell	79,739 -19,503	-20%	-$22.6M	3.23%	1
2023 Q1	$96.6M	Sell	99,242 -19,661	-17%	-$14.6M	3.16%	1
2022 Q4	$90.2M	Sell	118,903 -2,968	-2%	-$2.39M	2.95%	1
2022 Q3	$97.2M	Sell	121,871 -17,339	-12%	-$13.5M	3.55%	1
2022 Q2	$91M	Buy	139,210 +2,136	+2%	+$1.39M	3.16%	1
2022 Q1	$91.2M	Buy	137,074 +11,507	+9%	+$8.96M	2.85%	1
2021 Q4	$104M	Buy	125,567 +9,245	+8%	+$7.71M	3.09%	1
2021 Q3	$98.1M	Buy	116,322 +2,616	+2%	+$2.17M	3.04%	1
2021 Q2	$94.7M	Buy	113,706 +18,117	+19%	+$15.4M	2.86%	1
2021 Q1	$79.9M	Sell	95,589 -1,665	-2%	-$1.21M	2.92%	1
2020 Q4	$55.9M	Sell	97,254 -2,338	-2%	-$1.18M	2.45%	1
2020 Q3	$31.7M	Sell	99,592 -2,451	-2%	-$946K	1.74%	2
2020 Q2	$41.3M	Sell	102,043 -851	-0.8%	-$312K	2.15%	1
2020 Q1	$34.3M	Sell	102,894 -10,429	-9%	-$4.83M	2.1%	1
2019 Q4	$60.3M	Sell	113,323 -251	-0.2%	-$127K	2.36%	1
2019 Q3	$53.6M	Buy	113,574 +586	+0.5%	+$267K	2.4%	1
2019 Q2	$50.9M	Sell	112,988 -1,085	-1%	-$475K	1.98%	1
2019 Q1	$46.5M	Buy	114,073 +2,221	+2%	+$922K	1.59%	1
2018 Q4	$42.2M	Buy	111,852 +13,169	+13%	+$5.53M	1.3%	1
2018 Q3	$44.6M	Buy	98,683 +360	+0.4%	+$159K	1.08%	4
2018 Q2	$39.7M	Buy	98,323 +13,143	+15%	+$5.66M	0.97%	7
2018 Q1	$35.2M	Buy	85,180 +186	+0.2%	+$80.1K	0.78%	16
2017 Q4	$34.3M	Sell	84,994 -1,071	-1%	-$430K	0.68%	31
2017 Q3	$32.2M	Buy	86,065 +4,142	+5%	+$1.48M	0.65%	37
2017 Q2	$30.5M	Buy	81,923 +50	+0.1%	+$17.3K	0.56%	45
2017 Q1	$27.5M	Sell	81,873 -3,085	-4%	-$1.09M	0.49%	61
2016 Q4	$30.2M	Buy	84,958 +1,863	+2%	+$608K	0.48%	56
2016 Q3	$24.4M	Sell	83,095 -7,496	-8%	-$2.04M	0.34%	83
2016 Q2	$23.5M	Sell	90,591 -2,782	-3%	-$700K	0.32%	88
2016 Q1	$23.4M	Sell	93,373 -7,292	-7%	-$1.75M	0.29%	92
2015 Q4	$26M	Sell	100,665 -5,173	-5%	-$1.29M	0.28%	87
2015 Q3	$23.9M	Sell	105,838 -3,426	-3%	-$840K	0.25%	95
2015 Q2	$28.7M	Buy	109,264 +7,447	+7%	+$1.85M	0.25%	106
2015 Q1	$26.4M	Buy	101,817 +5,916	+6%	+$1.46M	0.21%	122
2014 Q4	$24.2M	Sell	95,901 -1,146	-1%	-$278K	0.18%	128
2014 Q3	$21M	Buy	97,047 +8,665	+10%	+$1.96M	0.15%	147
2014 Q2	$21.7M	Sell	88,382 -13,356	-13%	-$3.12M	0.15%	158
2014 Q1	$24.5M	Buy	101,738 +3,356	+3%	+$755K	0.17%	145
2013 Q4	$21.9M	Sell	98,382 -1,127	-1%	-$243K	0.16%	152
2013 Q3	$20.5M	Buy	99,509 +1,996	+2%	+$411K	0.16%	144
2013 Q2	$18.7M	Buy	+97,513	New	+$18.7M	0.16%	145