Colton Groome Financial Advisors »

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $358k 200 1789.16
2025-06-30 $391k 200 1956.47
2024-12-31 $423k 200 2113.02
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 Ishs 5-10yr Invt (IGIB)
Goldman Sachs Physical Gold Unit (AAAU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Microsoft Corporation (MSFT)
Ishares Tr Gov/cred Bd Etf (GBF)
Apple (AAPL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Technology (XLK)
Broadcom (AVGO)

View all positions for Colton Groome Financial Advisors

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
Ubs Global Asset Management Americas
Brown Advisory Holdings Incorporated
Hotchkis and Wiley Capital Management
Susquehanna International

View all funds holding First Citizens BancShares