First Citizens BancShares shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of First Citizens BancShares (FCNCA) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in First Citizens BancShares
Tip: Access up to 7 years of quarterly data
All positions including First Citizens BancShares held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in First Citizens BancShares by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 3.3k | 1789.24 |
| 2025-06-30 | $4.1M | 2.1k | 1956.50 |
| 2025-03-31 | $3.0M | 1.6k | 1854.12 |
| 2024-12-31 | $642k | 304 | 2113.02 |
| 2024-09-30 | $309k | 168 | 1840.95 |