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First Citizens BancShares shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Citizens BancShares by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 793 1789.16
2025-06-30 $1.7M 887 1956.47
2025-03-31 $1.6M 887 1854.12

More positions owned by Western Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
Apple Common Stock (AAPL)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Nvidia Corp Common Stock (NVDA)
Spdr Portfolio MF Closed and MF Open (SPLG)
Berkshire Hathaway Common Stock (BRK.B)
Microsoft Corp Common Stock (MSFT)
Capital Group MF Closed and MF Open (CGDV)
Spdr Portfolio MF Closed and MF Open (SPYG)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares S&p MF Closed and MF Open (IVW)
First Trust MF Closed and MF Open (SDVY)
Spdr Portfolio MF Closed and MF Open (SPYV)
Broadcom Common Stock (AVGO)

View all positions for Western Wealth Management

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