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First Citizens BancShares shares owned by Legacy Financial Advisors

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

Historical chart of Legacy Financial Advisors investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

All positions including First Citizens BancShares held by Legacy 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 Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 475 2146.23
2025-09-30 $764k 427 1789.19
2025-06-30 $744k 380 1956.48

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Apple Stock (AAPL)
Nvidia Corp Stock (NVDA)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Wisdomtree True Emerging Markets Fund Etf (XC)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Microsoft Stock (MSFT)
Natixis Gateway Quality Income Etf Etf (GQI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Procter & Gamble Stock (PG)
Jpmorgan Municipal Etf Etf (JMUB)
Amazon.com Stock (AMZN)

View all positions for Legacy Financial Advisors

Top funds holding First Citizens BancShares

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

View all funds holding First Citizens BancShares