COLDSTREAM CAPITAL MANAGEMENT INC

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 1082339 BELLEVUE, WA

Position in FCNCA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$572,217

+$155,708 QoQ

Shares Held

275

+24.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#357

of 624 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Financial Services · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $43,045,052 across 51 Banks - Regional names. FCNCA ranks #23 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	93,828	$5,667,210
2	RF	Regions Financial Corp	116,229	$3,510,115
3	PNC	Pnc Financial Services Group, Inc.	11,317	$2,786,470
4	OZK	Bank OZK	42,346	$2,205,803
5	CBSH	Commerce Bancshares Inc /Mo/	37,693	$2,176,770
6	FITB	Fifth Third Bancorp	29,012	$1,635,406
7	CFG	Citizens Financial Group Inc/Ri	19,453	$1,363,071
8	MTB	M&T Bank Corp	5,123	$1,219,324

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$572,217	275	+24.4%	Shares	Sole	2026-08-14
2026-03-31	$416,509	221	-4.3%	Shares	Sole	2026-05-08
2025-12-31	$495,767	231	-17.2%	Shares	Sole	2026-02-09
2025-09-30	$499,175	279	-1.1%	Shares	Sole	2025-11-19
2025-06-30	$551,724	282	+8.5%	Shares	Sole	2025-08-12
2025-03-31	$482,071	260	-1.1%	Shares	Sole	2025-05-13
2024-12-31	$555,724	263	-1.9%	Shares	Sole	2025-02-14
2024-09-30	$493,374	268	+9.8%	Shares	Sole	2024-11-18
2024-06-30	$410,800	244	-5.1%	Shares	Sole	2024-08-07
2024-03-31	$420,195	257	0.0%	Shares	Sole	2024-05-14
2023-12-31	$364,675	257	+51.2%	Shares	Sole	2024-02-09
2023-09-30	$234,617	170	-8.1%	Shares	Sole	2023-11-02
2023-06-30	$237,438	185	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.