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First Citizens BancShares shares owned by Quantum Financial Advisors

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

Historical chart of Quantum Financial Advisors investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $238k 129 1840.95
2024-06-30 $217k 129 1683.61
2024-03-31 $211k 129 1635.00

More positions owned by Quantum Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust International (DFSI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emerging Markets (DFSE)
Dimensional Etf Trust Global Sustaina (DFSB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Quantum Financial Advisors

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