First Citizens BancShares shares owned by Burns Wealth Management
Quarter-by-quarter ownership of First Citizens BancShares (FCNCA) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in First Citizens BancShares
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Quarterly reported holdings in First Citizens BancShares by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $673k | 376 | 1789.30 |
| 2025-06-30 | $738k | 377 | 1956.63 |
| 2025-03-31 | $697k | 376 | 1854.12 |
| 2024-12-31 | $904k | 428 | 2113.02 |
| 2024-09-30 | $779k | 423 | 1840.95 |
| 2024-06-30 | $711k | 422 | 1683.61 |
| 2024-03-31 | $695k | 425 | 1635.00 |
| 2023-09-30 | $632k | 458 | 1380.10 |
| 2023-06-30 | $585k | 456 | 1283.45 |
| 2023-03-31 | $439k | 451 | 973.10 |
| 2022-12-31 | $420k | 554 | 758.36 |
| 2022-09-30 | $442k | 554 | 797.83 |
| 2022-06-30 | $360k | 551 | 653.36 |
| 2022-03-31 | $368k | 553 | 665.46 |
| 2021-12-31 | $500k | 602 | 830.56 |
| 2021-09-30 | $506k | 600 | 843.33 |
| 2021-06-30 | $583k | 700 | 832.86 |
| 2021-03-31 | $543k | 650 | 835.38 |
| 2020-12-31 | $431k | 750 | 574.67 |
| 2020-09-30 | $510k | 1.6k | 318.75 |
| 2020-06-30 | $324k | 800 | 405.00 |