John Armitage's FCNCA Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 47.4K shares of First Citizens BancShares, Inc. (FCNCA) worth $84.78 M, representing 0.89% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 18 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in FCNCA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 498.8K shares. Largest reduction occurred in Q2 2023, reducing 273.3K shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's First Citizens BancShares (FCNCA) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Citizens BancShares (FCNCA) Trades by John Armitage
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2021 | +138,970 | New Buy | 138,970 | $832.74 |
| Q3 2021 | +132,283 | Add 95.19% | 271,253 | $843.17 |
| Q4 2021 | +66,997 | Add 24.70% | 338,250 | $829.84 |
| Q1 2022 | +498,838 | Add 147.48% | 837,088 | $665.60 |
| Q2 2022 | +8,012 | Add 0.96% | 845,100 | $653.78 |
| Q3 2022 | -71,526 | Reduce 8.46% | 773,574 | $797.43 |
| Q4 2022 | -63,192 | Reduce 8.17% | 710,382 | $758.36 |
| Q1 2023 | -107,364 | Reduce 15.11% | 603,018 | $973.10 |
| Q2 2023 | -273,317 | Reduce 45.32% | 329,701 | $1283.45 |
| Q3 2023 | +10,020 | Add 3.04% | 339,721 | $1380.10 |
| Q4 2023 | -36,642 | Reduce 10.79% | 303,079 | $1418.97 |
| Q1 2024 | -4,616 | Reduce 1.52% | 298,463 | $1635.00 |
| Q2 2024 | -15,235 | Reduce 5.10% | 283,228 | $1683.61 |
| Q3 2024 | -34,421 | Reduce 12.15% | 248,807 | $1840.95 |
| Q4 2024 | -146,291 | Reduce 58.80% | 102,516 | $2113.02 |
| Q1 2025 | +22,257 | Add 21.71% | 124,773 | $1854.12 |
| Q2 2025 | -35,763 | Reduce 28.66% | 89,010 | $1956.47 |
| Q3 2025 | -41,626 | Reduce 46.77% | 47,384 | $1789.16 |
John Armitage's First Citizens BancShares Investment FAQs
John Armitage first purchased First Citizens BancShares, Inc. (FCNCA) in Q2 2021, acquiring 138,970 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held First Citizens BancShares, Inc. (FCNCA) for 18 quarters since Q2 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to First Citizens BancShares, Inc. (FCNCA) was in Q1 2022, adding 837,088 shares worth $557.17 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 47,384 shares of First Citizens BancShares, Inc. (FCNCA), valued at approximately $84.78 M. 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 0.89% of John Armitage'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.
John Armitage's peak holding in First Citizens BancShares, Inc. (FCNCA) was 845,100 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.