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First Citizens BancShares shares owned by Colton Groome Financial Advisors

Quarter-by-quarter ownership of First Citizens BancShares (FCNCA) shares owned by Colton Groome Financial Advisors from 13F filings

Historical chart of Colton Groome Financial Advisors investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

All positions including First Citizens BancShares held by Colton Groome Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Citizens BancShares by Colton Groome Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $368k 200 1840.95
2024-06-30 $337k 200 1683.61

More positions owned by Colton Groome Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Colton Groome Financial Advisors

Top funds holding First Citizens BancShares

BlackRock
BlackRock
Vanguard Group
Harris Associates L.P
Capital Research Global Investors
Jpmorgan Chase & Co
State Street Corporation
Egerton Capital
Geode Capital Management
D. E. Shaw & Co
Dimensional Fund Advisors
Brown Advisory Holdings Incorporated
Goldman Sachs Group
Hanna Zanoni
Capital Research and Management Company - Division 3

View all funds holding First Citizens BancShares