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First Citizens BancShares shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Citizens BancShares by Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $609k 429 1418.97
2023-09-30 $589k 427 1380.10
2023-06-30 $546k 425 1283.45

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

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