Vontobel Holding
FCNCA icon

Vontobel Holding’s First Citizens BancShares FCNCA Stock Holding History

Vontobel Holding’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
2026
Q1 		$547K Sell
290
-614
-68% -$1.23M ﹤0.01% 822
2025
Q4 		$1.94M Buy
+904
New +$1.7M 0.01% 587
2025
Q2 		– Sell
-516
Closed -$957K – 1277
2025
Q1 		$957K Sell
516
-109
-17% -$222K ﹤0.01% 604
2024
Q4 		$1.32M Buy
+625
New +$1.31M ﹤0.01% 523
2024
Q3 		– Sell
-435
Closed -$732K – 1102
2024
Q2 		$732K Sell
435
-34
-7% -$56.9K ﹤0.01% 662
2024
Q1 		$767K Buy
469
+277
+144% +$417K 0.01% 658
2023
Q4 		$272K Sell
192
-13
-6% -$18.3K ﹤0.01% 957
2023
Q3 		$283K Buy
205
+40
+24% +$55K ﹤0.01% 907
2023
Q2 		$212K Buy
+165
New +$191K ﹤0.01% 999
2022
Q3 		– Sell
-439
Closed -$294K – 1058
2022
Q2 		$294K Buy
+439
New +$286K ﹤0.01% 848

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return