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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management

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

Fidelity Investments

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

Geode Capital Management

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

Capital International Investors

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