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Joel Greenblatt’s FCNCA Holdings & Trades

First Buy
Q4 2019
Duration Held
21 Quarters
Largest Add
Q2 2022
+850 Shares
Current Position
180 Shares
$386,312 Value

Joel Greenblatt's FCNCA Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 180 shares of First Citizens BancShares, Inc. (FCNCA) worth $386,312, representing 0.00% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 21 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +10 Add 5.88% 180 $2146.18
Q3 2025 +35 Add 25.93% 170 $1789.16
Q3 2024 -7 Reduce 4.93% 135 $1840.95
Q2 2024 -29 Reduce 16.96% 142 $1683.61
Q1 2024 -9 Reduce 5.00% 171 $1635.00
Q4 2023 -53 Reduce 22.75% 180 $1418.97
Q2 2023 -342 Reduce 59.48% 233 $1283.45
Q1 2023 -982 Reduce 63.07% 575 $973.10
Q4 2022 -370 Reduce 19.20% 1,557 $758.36
Q3 2022 +583 Add 43.38% 1,927 $797.61
Q2 2022 +850 Add 172.06% 1,344 $654.02
Q1 2022 +95 Add 23.81% 494 $665.99
Q4 2021 +399 New Buy 399 $829.57
Q2 2021 -361 Sold Out 0 $0.00
Q1 2021 +361 New Buy 361 $836.57
Q1 2020 -445 Sold Out 0 $0.00
Q4 2019 +445 New Buy 445 $532.58

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 21 quarters since Q4 2019.

Joel Greenblatt's largest addition to First Citizens BancShares, Inc. (FCNCA) was in Q2 2022, adding 1,344 shares worth $879,000.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 180 shares of First Citizens BancShares, Inc. (FCNCA), valued at approximately $386,312.

As of the Q4 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.

Joel Greenblatt's peak holding in First Citizens BancShares, Inc. (FCNCA) was 1,927 shares, as reported at the end of Q3 2022.