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First Citizens BancShares shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial Advisors investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $40k 19 2113.00
2024-09-30 $35k 19 1840.95
2024-06-30 $32k 19 1683.63
2024-03-31 $31k 19 1635.00
2023-12-31 $27k 19 1418.95
2023-09-30 $26k 19 1380.11

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Chevron Corporation (CVX)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Exxon Mobil Corporation (XOM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for LGT Financial Advisors

Top funds holding First Citizens BancShares

BlackRock
Vanguard Group
Harris Associates L.P
Capital Research Global Investors
Jpmorgan Chase & Co
FMR
State Street Corporation
Coatue Management
Geode Capital Management
Capital Research and Management Company - Division 3
Dimensional Fund Advisors
Norges Bank Investment Management
Brown Advisory Holdings Incorporated
Ubs Global Asset Management Americas
Egerton Capital

View all funds holding First Citizens BancShares