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First Citizens BancShares shares owned by Beacon Financial Strategies CORP

Quarter-by-quarter ownership of First Citizens BancShares (FCNCA) shares owned by Beacon Financial Strategies CORP from 13F filings

Historical chart of Beacon Financial Strategies CORP investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

All positions including First Citizens BancShares held by Beacon Financial Strategies CORP consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Citizens BancShares by Beacon Financial Strategies CORP

Quarter filed Position value Share count Share price at filing
2025-12-31 $22k 10 2146.20

More positions owned by Beacon Financial Strategies CORP

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equity Market (DFUS)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
International Business Machines (IBM)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)

View all positions for Beacon Financial Strategies CORP

Top funds holding First Citizens BancShares

BlackRock
Harris Associates L.P
Vanguard Group
Jpmorgan Chase & Co
State Street Corporation
Geode Capital Management
FMR
Coatue Management
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Capital Research Global Investors
D. E. Shaw & Co
Hotchkis and Wiley Capital Management
Brown Advisory Holdings Incorporated
First Citizens Bank & Trust

View all funds holding First Citizens BancShares