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Tortoise Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-1
Closed -$1.79K – 651
2025
Q3 		$1.79K Hold
1
– – ﹤0.01% 907
2025
Q2 		$1.96K Buy
+1
New +$1.81K ﹤0.01% 808

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's FCNCA Position: Q4 2025 in Review

Tortoise Investment Management sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 1 share — an estimated $1.79K sold.

Tortoise Investment Management first reported a position in FCNCA in Q2 2025 and held it in 2 quarters. The position peaked at $1.96K in Q2 2025. 652 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

  • Tortoise Investment Management reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 First Citizens BancShares share in Q4 2025, an estimated $1.79K.
  • Tortoise Investment Management first reported a position in First Citizens BancShares in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's First Citizens BancShares position peaked at $1.96K in Q2 2025.
  • 652 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.