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First Citizens BancShares shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 7.4k 1789.20
2025-06-30 $15M 7.4k 1956.41
2025-03-31 $14M 7.3k 1854.23
2024-12-31 $15M 7.3k 2113.07
2024-09-30 $14M 7.6k 1840.95
2024-06-30 $13M 7.7k 1683.56
2024-03-31 $12M 7.1k 1634.89
2023-12-31 $15M 11k 1418.98
2023-09-30 $12M 8.5k 1380.06
2023-06-30 $11M 8.5k 1283.51
2023-03-31 $8.2M 8.4k 973.14
2022-12-31 $6.6M 8.7k 758.36
2022-09-30 $7.0M 8.8k 797.38
2022-06-30 $5.8M 8.8k 653.78
2022-03-31 $5.0M 7.6k 665.61
2021-12-31 $6.3M 7.5k 829.84
2021-09-30 $5.9M 7.0k 843.16
2021-06-30 $6.0M 7.2k 832.85
2021-03-31 $5.4M 6.5k 836.21
2020-12-31 $4.5M 7.9k 574.72
2020-09-30 $1.1M 3.5k 322.45
2020-06-30 $1.7M 4.3k 393.73
2020-03-31 $144k 458 314.41
2019-12-31 $649k 1.2k 537.70
2019-09-30 $216k 458 471.62
2019-06-30 $206k 458 449.78
2019-03-31 $187k 458 408.30
2018-12-31 $173k 458 377.73
2018-09-30 $207k 458 451.97
2018-06-30 $185k 458 403.93
2018-03-31 $186k 458 406.11
2017-12-31 $185k 458 403.93
2017-06-30 $104k 280 371.43

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding First Citizens BancShares

BlackRock
Vanguard Group
Harris Associates L.P
Jpmorgan Chase & Co
State Street Corporation
Coatue Management
Geode Capital Management
FMR
Dimensional Fund Advisors
Capital Research Global Investors
D. E. Shaw & Co
Morgan Stanley
Ubs Global Asset Management Americas
Brown Advisory Holdings Incorporated
Hotchkis and Wiley Capital Management

View all funds holding First Citizens BancShares