Estate Planners Group »

First Citizens BancShares shares owned by Estate Planners Group

Quarter-by-quarter ownership of First Citizens BancShares (FCNCA) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

All positions including First Citizens BancShares held by Estate Planners Group 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 Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.4k 3 2146.33

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding First Citizens BancShares

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

View all funds holding First Citizens BancShares