Position in FCCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,601
+$1,753 QoQ
Shares Held
508
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 120 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FCCO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Colonial Trust Advisors holds $10,458,654 across 18 Banks - Regional names. FCCO ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
96,741 | $4,819,636 | |
| 2 | PRK |
Park National Corp /Oh/
|
8,797 | $1,609,763 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,465 | $1,099,372 | |
| 4 | RF |
Regions Financial Corp
|
33,905 | $1,023,931 | |
| 5 | FBNC |
First Bancorp /Nc/
|
8,204 | $524,481 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
200 | $416,158 | |
| 7 | SSB |
SouthState Bank Corp
|
4,144 | $413,985 | |
| 8 | SFST |
Southern First Bancshares Inc
|
6,610 | $403,871 |
All Filings in FCCO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,601 | 508 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,848 | 508 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,062 | 508 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,335 | 508 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,385 | 508 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,460 | 508 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,192 | 508 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,891 | 508 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,763 | 508 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,854 | 508 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $76,065 | 3,533 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $61,014 | 3,533 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $61,332 | 3,533 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,160 | 508 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,120 | 508 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||