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TCFG Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

TCFG Wealth 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
2025
Q2 		– Sell
-115
Closed -$213K – 265
2025
Q1 		$213K Sell
115
-10
-8% -$20.4K 0.11% 218
2024
Q4 		$264K Buy
125
+10
+9% +$21K 0.13% 179
2024
Q3 		$212K Buy
+115
New +$219K 0.11% 204

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TCFG Wealth Management's FCNCA Position: Q2 2025 in Review

TCFG Wealth Management sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 115 shares — an estimated $213K sold.

TCFG Wealth Management first reported a position in FCNCA in Q3 2024 and held it in 3 quarters. The position peaked at $264K in Q4 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

  • TCFG Wealth Management reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 115 First Citizens BancShares shares in Q2 2025, an estimated $213K.
  • TCFG Wealth Management first reported a position in First Citizens BancShares in Q3 2024 and held it in 3 quarters.
  • TCFG Wealth Management's First Citizens BancShares position peaked at $264K in Q4 2024.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on TCFG Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.