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Tompkins Financial’s First Citizens BancShares FCNCA Stock Holding History

Tompkins Financial’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
2021
Q1 		– Sell
-5
Closed -$3K – 456
2020
Q4 		$3K Buy
+5
New +$2.52K ﹤0.01% 413

Other funds holding FCNCA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Tompkins Financial's FCNCA Position: Q1 2021 in Review

Tompkins Financial sold out of First Citizens BancShares (FCNCA) in Q1 2021, closing a stake of 5 shares — an estimated $3K sold.

Tompkins Financial first reported a position in FCNCA in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 213 funds tracked by Wall St. Rank hold FCNCA as of Q1 2021.

  • Tompkins Financial reported no remaining First Citizens BancShares position as of Q1 2021 after selling out during the quarter.
  • Tompkins Financial sold 5 First Citizens BancShares shares in Q1 2021, an estimated $3K.
  • Tompkins Financial first reported a position in First Citizens BancShares in Q4 2020 and held it in 1 quarter.
  • Tompkins Financial's First Citizens BancShares position peaked at $3K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.