ALBION FINANCIAL GROUP /UT

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 1054677 SALT LAKE CITY, UT

Position in FCNCA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,161

-$3,377 QoQ

Shares Held

-50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#598

of 624 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ALBION FINANCIAL GROUP /UT holds $249,057 across 14 Banks - Regional names. FCNCA ranks #11 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGC	Peapack Gladstone Financial Corp	1,082	$51,211
2	PNC	Pnc Financial Services Group, Inc.	138	$33,978
3	KB	KB Financial Group Inc.	322	$33,797
4	KEY	Keycorp /New/	1,400	$32,270
5	ZION	Zions Bancorporation, National Association /Ut/	395	$27,330
6	USB	US Bancorp De	361	$21,804
7	FITB	Fifth Third Bancorp	309	$17,418
8	CFR	Cullen/Frost Bankers, Inc.	64	$9,889

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,161	2	-50.0%	Shares	Sole	2026-07-22
2026-03-31	$7,538	4	+100.0%	Shares	Sole	2026-04-27
2025-12-31	$4,292	2	0.0%	Shares	Sole	2026-01-21
2025-09-30	$3,578	2	0.0%	Shares	Sole	2025-10-20
2025-06-30	$3,912	2	0.0%	Shares	Sole	2025-07-17
2025-03-31	$3,708	2	0.0%	Shares	Sole	2025-04-25
2024-12-31	$4,226	2	0.0%	Shares	Sole	2025-01-17
2024-09-30	$3,681	2	0.0%	Shares	Sole	2024-10-09
2024-06-30	$3,367	2	0.0%	Shares	Sole	2024-07-10
2024-03-31	$3,270	2	—	Shares	Sole	2024-04-19
No filing history on record for this holder in this stock.