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First Citizens BancShares shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of First Citizens BancShares (FCNCA) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

All positions including First Citizens BancShares held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Citizens BancShares by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2023-09-30 $264k 191 1380.10
2023-06-30 $245k 191 1283.45

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
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View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding First Citizens BancShares

Vanguard Group
Harris Associates L.P
Egerton Capital
Jpmorgan Chase & Co
Wellington Management Company
Dimensional Fund Advisors
D. E. Shaw & Co
Alua Capital Management
Norges Bank Investment Management
Brown Advisory Holdings Incorporated
Citadel Advisors
Sessa Capital IM
Alliancebernstein
First Citizens Bank & Trust
Artisan Partners Limited Partnership

View all funds holding First Citizens BancShares