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First Citizens BancShares shares owned by LRI Investments

Quarter-by-quarter ownership of First Citizens BancShares (FCNCA) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

All positions including First Citizens BancShares held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Citizens BancShares by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $463k 215 2152.00
2024-06-30 $372k 221 1683.50
2024-03-31 $33k 20 1635.00

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Assured Guaranty Stock (AGO)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Vanguard Real Estate Etf Etf (VNQ)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for LRI Investments

Top funds holding First Citizens BancShares

BlackRock
BlackRock
Vanguard Group
Harris Associates L.P
Capital Research Global Investors
Jpmorgan Chase & Co
State Street Corporation
Egerton Capital
Geode Capital Management
D. E. Shaw & Co
Dimensional Fund Advisors
Brown Advisory Holdings Incorporated
Goldman Sachs Group
Hanna Zanoni
Capital Research and Management Company - Division 3

View all funds holding First Citizens BancShares