Heritage Trust »

First Citizens BancShares shares owned by Heritage Trust

Quarter-by-quarter ownership of First Citizens BancShares (FCNCA) shares owned by Heritage Trust from 13F filings

Historical chart of Heritage Trust investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

All positions including First Citizens BancShares held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Citizens BancShares by Heritage Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $232k 142 1635.00

More positions owned by Heritage Trust

Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Vanguard Etf-equity (VEA)
Alphabet Common Stock (GOOG)
Abbvie Common Stock (ABBV)
Qualcomm Common Stock (QCOM)
Jpmorgan Chase & Co Common Stock (JPM)
Unitedhealth Group Common Stock (UNH)
Home Depot Common Stock (HD)
SPDR S&P 500 Etf-equity (SPY)
Alphabet Common Stock (GOOGL)
Visa Common Stock (V)
Johnson & Johnson Common Stock (JNJ)
Oracle Corp Common Stock (ORCL)
Walmart Common Stock (WMT)

View all positions for Heritage Trust

Top funds holding First Citizens BancShares

BlackRock
Vanguard Group
Harris Associates L.P
Egerton Capital
FMR
Jpmorgan Chase & Co
Geode Capital Management
Wellington Management Company
Dimensional Fund Advisors
Citadel Advisors
D. E. Shaw & Co
Hanna Zanoni
Brown Advisory Holdings Incorporated
Alliancebernstein
Sessa Capital IM

View all funds holding First Citizens BancShares