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FIRST CITIZENS BANK & TRUST CO: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST CITIZENS BANK & TRUST CO on EXC, newest first. How the timeline and the estimate are built.

FIRST CITIZENS BANK & TRUST CO held 310,633 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 310,633 shares
    Change vs previous 13F +24,157 shares

    0.22% of the 13F portfolio, value $14,481,709.

    13F-HR 0001092203-26-000003 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 286,476 shares
    Change vs previous 13F +4,024 shares

    0.3% of the 13F portfolio, value $14,043,052.

    13F-HR 0001092203-26-000002 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 282,452 shares
    Change vs previous 13F +40,832 shares

    0.26% of the 13F portfolio, value $12,312,082.

    13F-HR 0001092203-26-000001 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 241,620 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,875,315.

    13F-HR 0001092203-25-000007 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).