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FIRST CITIZENS BANK & TRUST CO: PEP position timeline

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

FIRST CITIZENS BANK & TRUST CO held 87,969 PEP 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 87,969 shares
    Change vs previous 13F -4,581 shares

    0.18% of the 13F portfolio, value $11,911,002.

    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 92,550 shares
    Change vs previous 13F +1,131 shares

    0.3% of the 13F portfolio, value $14,372,088.

    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 91,419 shares
    Change vs previous 13F -626 shares

    0.27% of the 13F portfolio, value $13,120,454.

    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 92,045 shares
    Change vs previous 13F -1,008 shares

    0.28% of the 13F portfolio, value $12,926,799.

    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).

  5. period ended2025-06-30
    13F 93,053 shares
    Change vs previous 13F +11,945 shares

    0.22% of the 13F portfolio, value $12,286,718.

    13F-HR 0001092203-25-000004 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).

  6. period ended2025-03-31
    13F 81,108 shares
    Change vs previous 13F +3,109 shares

    0.31% of the 13F portfolio, value $12,161,332.

    13F-HR 0001092203-25-000003 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).

  7. period ended2024-12-31
    13F 77,999 shares
    Change vs previous 13F -3,370 shares

    0.22% of the 13F portfolio, value $11,860,527.

    13F-HR 0001092203-25-000002 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).

  8. period ended2024-09-30
    13F 81,369 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $13,836,798.

    13F-HR 0001092203-24-000006 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).