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

TriaGen 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 Q1	–	Sell	-285	Closed	-$602K	–	175
2024 Q4	$602K	Hold	285	–	–	0.2%	92
2024 Q3	$525K	Hold	285	–	–	0.18%	106
2024 Q2	$480K	Buy	285 +1	+0.4%	+$1.67K	0.19%	101
2024 Q1	$464K	Sell	284 -2	-0.7%	-$3.01K	0.19%	101
2023 Q4	$406K	Buy	286 +9	+3%	+$12.6K	0.19%	106
2023 Q3	$382K	Buy	277 +1	+0.4%	+$1.37K	0.2%	102
2023 Q2	$354K	Buy	+276	New	+$319K	0.16%	118

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TriaGen Wealth Management's FCNCA Position: Q1 2025 in Review

TriaGen Wealth Management sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 285 shares — an estimated $602K sold.

TriaGen Wealth Management first reported a position in FCNCA in Q2 2023 and held it in 7 quarters. The position peaked at $602K in Q4 2024. 612 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

TriaGen Wealth Management reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
TriaGen Wealth Management sold 285 First Citizens BancShares shares in Q1 2025, an estimated $602K.
TriaGen Wealth Management first reported a position in First Citizens BancShares in Q2 2023 and held it in 7 quarters.
TriaGen Wealth Management's First Citizens BancShares position peaked at $602K in Q4 2024.
612 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on TriaGen Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.