SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1079935
LOS ANGELES, CA
Position in FCNCA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$373,162
New position
Shares Held
198
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $4,119,841 across 8 Banks - Regional names. FCNCA ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,231 | $1,296,608 | |
| 2 | TFSL |
TFS Financial CORP
|
49,327 | $693,044 | |
| 3 | TFC |
Truist Financial Corp
|
11,858 | $545,111 | |
| 4 | KEY |
Keycorp /New/
|
18,866 | $378,263 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
198 | $373,162 | |
| 6 | CCNE |
Cnb Financial Corp/Pa
|
10,025 | $290,324 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
18,526 | $289,931 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
8,509 | $253,398 |
All Filings in FCNCA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $373,162 | 198 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||