First Citizens Bancshares Inc
FCNCAFigures shown here come from public SEC filings. Dates beside each section show the available history.
How First Citizens Bancshares Inc Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 4 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 8, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Siena Capital Partners GP, LLC | 2026-03-31 | 876 | $1.42M | SEC filing |
| Byrne Asset Management LLC | 2026-03-31 | 8 | $13.2K | SEC filing |
| Tradewinds, LLC. | 2026-03-31 | 550 | $898K | SEC filing |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 2026-03-31 | 5 | Not shown | SEC filing |
| Diversified Trust Co | 2026-03-31 | 131 | $216K | SEC filing |
| Siena Capital Partners GP, LLC | 2025-12-31 | 876 | Not shown | SEC filing |
| Tradewinds, LLC. | 2025-12-31 | 500 | Not shown | SEC filing |
| DIVERSIFIED TRUST CO | 2025-12-31 | 186 | Not shown | SEC filing |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 2025-12-31 | 5 | Not shown | SEC filing |
| Byrne Asset Management LLC | 2025-12-31 | 8 | Not shown | SEC filing |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 2025-09-30 | 5 | Not shown | SEC filing |
| Byrne Asset Management LLC | 2025-09-30 | 8 | Not shown | SEC filing |
| Diversified Trust Co | 2025-09-30 | 217 | Not shown | SEC filing |
| Tradewinds, LLC. | 2025-09-30 | 500 | Not shown | SEC filing |
| Siena Capital Partners GP, LLC | 2025-09-30 | 876 | Not shown | SEC filing |
| BESSEMER GROUP INC | 2025-06-30 | 1,051 | Not shown | SEC filing |
- Each value is checked against First Citizens Bancshares Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at First Citizens Bancshares Inc's share price.
- Value not shown for 11 rows: no share price from within three months of their report dates is on file, so they could not be checked.
- 4 rows left out: the value per share they report is far from First Citizens Bancshares Inc's share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so they may describe another security or share class.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security. Filers with a row left out above, or with no row above to check, are not listed.
- Diversified Trust Co: 186 shares reported 2025-12-31; 131 shares reported 2026-03-31.
- OGOREK ANTHONY JOSEPH /NY/ /ADV: 5 shares reported 2025-12-31; 5 shares reported 2026-03-31.
- Tradewinds, LLC.: 500 shares reported 2025-12-31; 550 shares reported 2026-03-31.
- Byrne Asset Management LLC: 8 shares reported 2025-12-31; 8 shares reported 2026-03-31.
- Siena Capital Partners GP, LLC: 876 shares reported 2025-12-31; 876 shares reported 2026-03-31.
- DIVERSIFIED TRUST CO: 217 shares reported 2025-09-30; 186 shares reported 2025-12-31.
- OGOREK ANTHONY JOSEPH /NY/ /ADV: 5 shares reported 2025-09-30; 5 shares reported 2025-12-31.
- Tradewinds, LLC.: 500 shares reported 2025-09-30; 500 shares reported 2025-12-31.
- Byrne Asset Management LLC: 8 shares reported 2025-09-30; 8 shares reported 2025-12-31.
- Siena Capital Partners GP, LLC: 876 shares reported 2025-09-30; 876 shares reported 2025-12-31.
- Diversified Trust Co: 217 shares reported 2025-06-30; 217 shares reported 2025-09-30.
- OGOREK ANTHONY JOSEPH /NY/ /ADV: 5 shares reported 2025-06-30; 5 shares reported 2025-09-30.
Showing the 12 most recent filer reports.
1 filer has only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among First Citizens Bancshares Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-06-04 · Alemany Ellen R: Larger than 32 of the 34 other insider sales of Class A Common on file. SEC filing
- 2026-05-12 · HOLDING FRANK B JR: Larger than all 84 other insider purchases of Class B Common on file. SEC filing
- 2026-05-12 · HOLDING FRANK B JR: Larger than all 34 other insider sales of Class A Common on file. SEC filing
- 2025-08-07 · Holding Olivia Britton: Larger than 79 of the 84 other insider purchases of Class B Common on file. SEC filing
- 2025-08-07 · BRYANT HOPE HOLDING: Larger than 79 of the 84 other insider purchases of Class B Common on file. SEC filing
- 2025-08-07 · HOLDING FRANK B JR: Larger than 76 of the 84 other insider purchases of Class B Common on file. SEC filing
- 2025-05-02 · HOLDING FRANK B JR: Larger than 78 of the 84 other insider purchases of Class B Common on file. SEC filing
- 2024-03-20 · Alemany Ellen R: Larger than 31 of the 34 other insider sales of Class A Common on file. SEC filing
- 2024-02-21 · BRYANT HOPE HOLDING: Larger than 76 of the 84 other insider purchases of Class B Common on file. SEC filing
- 2024-02-20 · Holding Olivia Britton: Larger than 81 of the 84 other insider purchases of Class B Common on file. SEC filing
- 2024-02-20 · HOLDING FRANK B JR: Larger than 83 of the 84 other insider purchases of Class B Common on file. SEC filing
- 2024-02-20 · BRYANT HOPE HOLDING: Larger than 81 of the 84 other insider purchases of Class B Common on file. SEC filing
- 2023-12-19 · Alemany Ellen R: Larger than 33 of the 34 other insider sales of Class A Common on file. SEC filing
Independent insiders buying near the same time
- 2025-08-07–2025-08-07: 4 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2025-08-04–2025-08-05: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2024-02-20–2024-02-21: 5 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-05 | HOLDING FRANK B JR · Chairman and CEO | Class B Common | P — Open market or private purchase | +8 | 2,010.00 | SEC filing |
| 2026-06-05 | HOLDING FRANK B JR · Chairman and CEO | Class B Common | P — Open market or private purchase | +2 | 2,060.00 | SEC filing |
| 2026-06-05 | HOLDING FRANK B JR · Chairman and CEO | Class B Common | P — Open market or private purchase | +23 | 2,030.00 | SEC filing |
| 2026-06-05 | HOLDING FRANK B JR · Chairman and CEO | Class B Common | P — Open market or private purchase | +5 | 2,070.00 | SEC filing |
| 2026-06-05 | HOLDING FRANK B JR · Chairman and CEO | Class B Common | P — Open market or private purchase | +15 | 1,780.00 | SEC filing |
| 2026-06-05 | HOLDING FRANK B JR · Chairman and CEO | Class B Common | P — Open market or private purchase | +41 | 1,853.92 | SEC filing |
| 2026-06-05 | HOLDING FRANK B JR · Chairman and CEO | Class B Common | P — Open market or private purchase | +60 | 1,860.00 | SEC filing |
| 2026-06-05 | HOLDING FRANK B JR · Chairman and CEO | Class B Common | P — Open market or private purchase | +34 | 2,065.00 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-14 | HOLDING FRANK B JR · Chairman and CEO | Class B Common | G — Bona fide gift | +33 | SEC filing |
| 2026-04-10 | HOLDING FRANK B JR · Chairman and CEO | Class B Common | G — Bona fide gift | +33 | SEC filing |
| 2026-03-17 | HOLDING FRANK B JR · Chairman and CEO | Class A Common | G — Bona fide gift | +21 | SEC filing |
| 2026-03-17 | BRYANT HOPE HOLDING · Vice Chairwoman | Class A Common | G — Bona fide gift | −357 | SEC filing |
| 2026-03-13 | Alemany Ellen R · Director | Class A Common | G — Bona fide gift | +310 | SEC filing |
| 2026-03-13 | Alemany Ellen R · Director | Class A Common | G — Bona fide gift | −310 | SEC filing |
| 2026-03-03 | HOLDING FRANK B JR · Chairman and CEO | Class A Common | G — Bona fide gift | −360 | SEC filing |
| 2026-03-03 | HOLDING FRANK B JR · Chairman and CEO | Class B Common | G — Bona fide gift | +24 | SEC filing |
Showing 8 of 13 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.