Institutional Ownership First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA). We have compiled data on the 637 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
7
shares
|
$14,496
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
7
shares
|
$14,496
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
6
shares
|
$12,425
0.0% of portfolio
|
Q3 2024
Reduced 85.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
6
shares
|
$12,425
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
6
shares
|
$12,425
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6
shares
|
$12,425
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6
shares
|
$12,425
0.0% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
5
shares
|
$10,354
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
4
shares
|
$8,283
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
3
shares
|
$6,212
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
3
shares
|
$6,212
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
3
shares
|
$6,212
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
3
shares
|
$6,212
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
3
shares
|
$6,212
0.0% of portfolio
|
Q2 2024
Reduced 90.32%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
3
shares
|
$6,212
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
3
shares
|
$6,212
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
3
shares
|
$6,212
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2
shares
|
$4,141
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2
shares
|
$4,141
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$4,141
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$4,141
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
2
shares
|
$4,141
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
2
shares
|
$4,141
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
2
shares
|
$4,141
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2
shares
|
$4,141
0.0% of portfolio
|
Q3 2024
New holding
|