US31959XAA19 - First Citizens BancShares, Inc., Series B Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietari instituționali	1 total, 1 long only, 0 short only, 0 long/short - change of -4,76% MRQ
Alocarea medie a portofoliului	0.6525 % - change of 3,06% MRQ

Acțiuni instituționale (lung)	350.000 (ex 13D/G) - change of -0,40MM shares -53,33% MRQ
Valoare instituțională (lungă)	$ 365 USD ($1000)

Proprietatea instituțională și acționarii

First Citizens BancShares, Inc., Series B (US:US31959XAA19) are 1 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 350,000 acțiuni. Cei mai mari acționari includ PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio .

First Citizens BancShares, Inc., Series B (US31959XAA19) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US31959XAA19 / First Citizens BancShares, Inc., Series B - 5.7999996% 2027-01-04 Institutional Ownership

Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

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Data fișierului	Sursă	Investitor	Acțiuni	Δ Acțiuni (%)	Raportat Valoare (1000 USD)	Valoarea Δ (%)
2025-09-16	NP	Bmc Fund Inc			259	2,37
2025-08-07	NP	CMBEX - Curasset Capital Management Core Bond Fund Founders Class			516	0,39
2025-04-29	NP	QTPI - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF			207
2025-08-26	NP	Nuveen Global High Income Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1.548	0,39
2025-06-26	NP	Nuveen Preferred & Income Opportunities Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			18.996	-1,21
2025-08-07	NP	CMIAX - Curasset Capital Management Limited Term Income Fund Class A			1.032	1,47
2025-07-22	NP	FHHIX - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			511	41,55
2025-06-30	NP	Two Roads Shared Trust - Anfield Universal Fixed Income ETF			1.018	-1,26
2025-08-28	NP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.			4.836	0,35
2025-06-26	NP	Nuveen Preferred & Income Term Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1.863	-1,22
2025-06-27	NP	Calamos Strategic Total Return Fund			71	-1,39
2025-08-28	NP	Nuveen Multi-Asset Income Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			250	-53,37
2025-06-26	NP	Nuveen Variable Rate Preferred & Income Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			7.176	-1,21
2025-05-13	NP	CMIFX - Curasset Capital Management Limited Term Income Fund Founders Class			1.028	0,29
2025-08-28	NP	PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio	350.000	0,00	365	1,67
2025-06-27	NP	AFLEX - Anfield Universal Fixed Income Fund Class A			3.769	-1,21
2025-07-29	NP	NPSAX - Nuveen Preferred Securities and Income Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			20.581	-1,05
2025-07-29	NP	NWQAX - Nuveen NWQ Flexible Income Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4.106	-1,04
2025-06-27	NP	Calamos Long/Short Equity & Dynamic Income Trust			163	-1,22
2025-06-26	NP	NISPX - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares			102	-0,98

US31959XAA19 - First Citizens BancShares, Inc., Series B Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietatea instituțională și acționarii

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Depuneri 13F și NPORT