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FCNCA icon

TOBAM’s First Citizens BancShares FCNCA Stock Holding History

TOBAM’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
-10
Closed -$19K – 268
2025
Q1 		$19K Sell
10
-129
-93% -$263K 0.01% 208
2024
Q4 		$294K Sell
139
-51
-27% -$107K 0.09% 138
2024
Q3 		$350K Sell
190
-33
-15% -$63K 0.06% 142
2024
Q2 		$375K Sell
223
-6,457
-97% -$10.8M 0.06% 129
2024
Q1 		$10.9M Sell
6,680
-2,773
-29% -$4.17M 0.98% 34
2023
Q4 		$13.4M Sell
9,453
-2,775
-23% -$3.9M 1.17% 37
2023
Q3 		$16.9M Sell
12,228
-252
-2% -$346K 1.35% 30
2023
Q2 		$16M Buy
12,480
+9,730
+354% +$11.3M 1.21% 33
2023
Q1 		$2.68M Buy
2,750
+2,704
+5,878% +$2.01M 0.18% 80
2022
Q4 		$35K Buy
+46
New +$37.1K ﹤0.01% 358

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

TOBAM's FCNCA Position: Q2 2025 in Review

TOBAM sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 10 shares — an estimated $19K sold.

TOBAM first reported a position in FCNCA in Q4 2022 and held it in 10 quarters. The position peaked at $16.9M in Q3 2023. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

  • TOBAM reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
  • TOBAM sold 10 First Citizens BancShares shares in Q2 2025, an estimated $19K.
  • TOBAM first reported a position in First Citizens BancShares in Q4 2022 and held it in 10 quarters.
  • TOBAM's First Citizens BancShares position peaked at $16.9M in Q3 2023.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on TOBAM's 13F filing for Q2 2025, filed 8 Aug 2025.