Joel Greenblatt's FCNCA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 170 shares of First Citizens BancShares, Inc. (FCNCA) worth $304,157, representing 0.00% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in FCNCA, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 850 shares. Largest reduction occurred in Q1 2023, reducing 982 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's First Citizens BancShares (FCNCA) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Citizens BancShares (FCNCA) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2019 | +445 | New Buy | 445 | $532.58 |
| Q1 2020 | -445 | Sold Out | 445 | $0.00 |
| Q1 2021 | +361 | New Buy | 361 | $836.57 |
| Q2 2021 | -361 | Sold Out | 361 | $0.00 |
| Q4 2021 | +399 | New Buy | 399 | $829.57 |
| Q1 2022 | +95 | Add 23.81% | 494 | $665.99 |
| Q2 2022 | +850 | Add 172.06% | 1,344 | $654.02 |
| Q3 2022 | +583 | Add 43.38% | 1,927 | $797.61 |
| Q4 2022 | -370 | Reduce 19.20% | 1,557 | $758.36 |
| Q1 2023 | -982 | Reduce 63.07% | 575 | $973.10 |
| Q2 2023 | -342 | Reduce 59.48% | 233 | $1283.45 |
| Q4 2023 | -53 | Reduce 22.75% | 180 | $1418.97 |
| Q1 2024 | -9 | Reduce 5.00% | 171 | $1635.00 |
| Q2 2024 | -29 | Reduce 16.96% | 142 | $1683.61 |
| Q3 2024 | -7 | Reduce 4.93% | 135 | $1840.95 |
| Q3 2025 | +35 | Add 25.93% | 170 | $1789.16 |
Joel Greenblatt's First Citizens BancShares Investment FAQs
Joel Greenblatt first purchased First Citizens BancShares, Inc. (FCNCA) in Q4 2019, acquiring 445 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held First Citizens BancShares, Inc. (FCNCA) for 24 quarters since Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to First Citizens BancShares, Inc. (FCNCA) was in Q2 2022, adding 1,344 shares worth $879,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 170 shares of First Citizens BancShares, Inc. (FCNCA), valued at approximately $304,157. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, First Citizens BancShares, Inc. (FCNCA) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in First Citizens BancShares, Inc. (FCNCA) was 1,927 shares, as reported at the end of Q3 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.