First Citizens BancShares shares owned by Heritage Trust
Quarter-by-quarter ownership of First Citizens BancShares (FCNCA) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in First Citizens BancShares
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All positions including First Citizens BancShares held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in First Citizens BancShares by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $481k | 269 | 1789.16 |
| 2025-06-30 | $401k | 205 | 1956.43 |
| 2025-03-31 | $352k | 190 | 1854.13 |
| 2024-12-31 | $397k | 188 | 2113.00 |
| 2024-06-30 | $256k | 152 | 1683.61 |
| 2024-03-31 | $232k | 142 | 1635.00 |