MBL Wealth »

First Citizens BancShares shares owned by MBL Wealth

Quarter-by-quarter ownership of First Citizens BancShares (FCNCA) shares owned by MBL Wealth from 13F filings

Historical chart of MBL Wealth investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

All positions including First Citizens BancShares held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Citizens BancShares by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $981k 600 1635.00
2023-12-31 $851k 600 1418.97
2023-09-30 $828k 600 1380.10
2023-06-30 $770k 600 1283.45
2023-03-31 $292k 300 973.10

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

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