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First Citizens BancShares shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Citizens BancShares by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 602 1683.61
2024-03-31 $981k 600 1635.00
2023-12-31 $851k 600 1418.97
2023-09-30 $828k 600 1380.10
2023-06-30 $770k 600 1283.45
2023-03-31 $292k 300 973.10

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

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