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First Citizens BancShares shares owned by Blue Rock Wealth Management

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

Historical chart of Blue Rock Wealth Management investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Citizens BancShares by Blue Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $211k 100 2113.02

More positions owned by Blue Rock Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Palantir Technologies Cl A (PLTR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Natixis Etf Tr Gateway Quality (GQI)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Mtg (JMBS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Blue Rock Wealth Management

Top funds holding First Citizens BancShares

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

View all funds holding First Citizens BancShares