| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Siena Capital Partners GP, LLC | 19 | 19 | 0.10% | 3.93% | 6.09% | Q1 2019 | Q3 2023 | 19 |
| CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
| PRICE MICHAEL F | 6 | 6 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
| Tower View Wealth Management LLC | 4 | 4 | 0.78% | 1.02% | 1.12% | Q4 2017 | Q3 2018 | 4 |
| Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| Price Jennifer C. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q3 2022 | 2 |
| Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
External links
This page lists all the filers that currently own First Citizens BancShares Inc/ or have owned First Citizens BancShares Inc/ in the past.