FCNCA β€” FIRST CTZNS BANCSHARES INC N C CL A

Ownership history in Colonial Trust Co / SC  Β·  14 quarters on record

AI Ownership Summary

Colonial Trust Co / SC reported FIRST CTZNS BANCSHARES INC N C CL A (FCNCA) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.35% in 2025 Q4. The latest visible filing shows FCNCA at 1.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FCNCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Colonial Trust Co / SC's position in FIRST CTZNS BANCSHARES INC N C CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FCNCA was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.35% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FCNCA stock page Colonial Trust Co / SC fund profile Colonial Trust Co / SC full holdings
How Colonial Trust Co / SC held FCNCA β€” position size vs. price
% of Fund (quarterly)    FCNCA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,734 +60 +1.3% 1.35% $10.2M 2026-02-14 (Est.) $2003.77
2025 Q3 UNCHANGED 4,674 β€” 0% 1.13% $8.4M 2025-11-10 $1810.49
2025 Q2 ADDED 4,674 +4,591 +5531.3% 1.33% $9.1M 2025-08-13 $1898.78
2025 Q1 REDUCED 83 -30 -26.5% 0.02% $154K 2025-05-14 $1954.71
2024 Q4 UNCHANGED 113 β€” 0% 0.04% $239K 2025-02-14 $2130.49
2024 Q3 UNCHANGED 113 β€” 0% 0.03% $208K 2024-11-12 $2162.44
2024 Q2 UNCHANGED 113 β€” 0% 0.03% $190K 2024-08-14 $1986.02
2024 Q1 REDUCED 113 -1 -0.9% 0.03% $185K 2024-05-14 $1724.63
2023 Q4 UNCHANGED 114 β€” 0% 0.03% $162K 2024-02-14 $1479.85
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FCNCA

As of 2026 Q1 β€” sorted by position size

Trust Co of the South 0.29% DOVER ADVISORS, LLC 3Y 0.29% McCollum Christoferson Group LLC 3Y 7Y 0.21% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 0.15% First Bank & Trust 3Y 7Y 0.1% Legacy Wealth Asset Management, LLC 3Y 0.1% U.S. Capital Wealth Advisors, LLC 3Y 0.06% Ares Financial Consulting, LLC 0.04% DIVERSIFIED MANAGEMENT INC 0.04% Central Pacific Bank - Trust Division 0.03%

FAQ About Colonial Trust Co / SC and FCNCA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Colonial Trust Co / SC reported owning FCNCA?

Colonial Trust Co / SC reported FCNCA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FCNCA position in Colonial Trust Co / SC's portfolio?

The largest reported portfolio weight for FCNCA was 1.35% in 2025 Q4.

What is the latest reported FCNCA position on this page?

The most recent filing on this page is 2025 Q4, when Colonial Trust Co / SC reported 4,734 shares, equal to 1.35% of portfolio, with an estimated market value of $10.2M.

What does the chart on this FCNCA ownership page compare?

The chart compares Colonial Trust Co / SC's quarterly FCNCA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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