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Mosaic Family Wealth Partners »

First Citizens BancShares shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth Partners investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Citizens BancShares by Mosaic Family Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$207k	115	1797.80
2025-06-30	$225k	115	1956.47
2025-03-31	$239k	129	1854.12
2024-03-31	$474k	290	1635.00

More positions owned by Mosaic Family Wealth Partners

Vanguard Growth Etf Growth Etf (VUG)

Dimensional Us Large Cap Value Etf Us Large Cap Val (DFLV)

Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)

Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)

Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)

Vanguard Value Etf Value Etf (VTV)

Dimensional Us Small Cap Value Etf Us Small Cap Val (DFSV)

Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)

Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)

Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)

Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)

Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)

Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)

Vanguard Mid-cap Value Etf Mcap Vl Idxvip (VOE)

View all positions for Mosaic Family Wealth Partners

Top funds holding First Citizens BancShares

Harris Associates L.P

Jpmorgan Chase & Co

State Street Corporation

Coatue Management

Geode Capital Management

Dimensional Fund Advisors

Capital Research Global Investors

D. E. Shaw & Co

Ubs Global Asset Management Americas

Brown Advisory Holdings Incorporated

Hotchkis and Wiley Capital Management

View all funds holding First Citizens BancShares

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