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FIRST CITIZENS BANK & TRUST CO: WM position timeline

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

FIRST CITIZENS BANK & TRUST CO held 43,986 WM 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 43,986 shares
    Change vs previous 13F +1,602 shares

    0.15% of the 13F portfolio, value $9,803,599.

    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 42,384 shares
    Change vs previous 13F +318 shares

    0.21% of the 13F portfolio, value $9,739,419.

    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 42,066 shares
    Change vs previous 13F +589 shares

    0.19% of the 13F portfolio, value $9,242,319.

    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 41,477 shares
    Change vs previous 13F -796 shares

    0.2% of the 13F portfolio, value $9,159,365.

    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 42,273 shares
    Change vs previous 13F +10,422 shares

    0.18% of the 13F portfolio, value $9,672,907.

    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 31,851 shares
    Change vs previous 13F +1,277 shares

    0.19% of the 13F portfolio, value $7,373,824.

    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 30,574 shares
    Change vs previous 13F -1,073 shares

    0.11% of the 13F portfolio, value $6,169,526.

    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 31,647 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,569,916.

    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).