Basic Stats
Insider Profile HOLDING FRANK B JR
Portfolio Value $ 1,767,588,907
Current Positions 2
Activist Positions 2
Latest Holdings, Performance, AUM (from 13F, 13D)
13D/G Filings

This is a list of 13D and 13G filings made in the last year (if any). Click the link icon to see the full transaction history. Green rows indicate new positions. Red rows indicate closed positions.

File Date Form Security Prev
Shares
Current
Shares
ΔShares % % Ownership
% ΔOwnership
2025-06-25 13D/A FCNCA / First Citizens BancShares, Inc. 918,104 7.59
2024-10-22 13D/A FCNC.A / First Citizens BancShares, Inc. 919,371 7.00