Forum Financial Management, LP First Citizens Bancshares Inc Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in First Citizens Bancshares Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 372 shares of FCNCA stock, worth $661,602. This represents 0.01% of its overall portfolio holdings.
Number of Shares
372
              Previous 324
              
        
           14.81%
        
      
          
        Holding current value
$661,602
            Previous $633,000
            
        
           5.06%
        
      
          
        % of portfolio
0.01%
            Previous 0.01%
          
        Shares
	  7 transactions
	
  Others Institutions Holding FCNCA
# of Institutions
679Shares Held
8.28MCall Options Held
71.6KPut Options Held
64.8K- 
    
      Black Rock Inc. New York, NY1.41MShares$2.52 Billion0.05% of portfolio
- 
    
      Vanguard Group Inc Valley Forge, PA920KShares$1.64 Billion0.03% of portfolio
- 
    
      Harris Associates L P Chicago, IL736KShares$1.31 Billion2.45% of portfolio
- 
    
      Capital Research Global Investors Los Angeles, CA631KShares$1.12 Billion0.26% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY401KShares$713 Million0.06% of portfolio
About FIRST CITIZENS BANCSHARES INC
- Ticker FCNCA
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 14,997,500
- Market Cap $26.7B
- Description
- First Citizens BancShares, Inc. operates as the holding company for First-Citizens Bank & Trust Company that provides retail and commercial banking services to individuals, businesses, and professionals. The company's deposit products include checking, savings, money market, and time deposit accounts. Its loan product portfolio comprises com...