MONETA GROUP INVESTMENT ADVISORS LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1120927
ST LOUIS, MO
Position in FCNCA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$821,912
+$147,204 QoQ
Shares Held
395
+10.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#324
of 624 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $50,243,161 across 21 Banks - Regional names. FCNCA ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSUN |
Firstsun Capital Bancorp
|
333,000 | $12,913,740 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
219,551 | $12,679,070 | |
| 3 | EFSC |
Enterprise Financial Services Corp
|
99,578 | $6,560,198 | |
| 4 | USB |
US Bancorp De
|
80,933 | $4,888,353 | |
| 5 | FMBH |
First Mid Bancshares, Inc.
|
66,368 | $3,191,637 | |
| 6 | BUSE |
First Busey Corp /Nv/
|
64,389 | $1,899,475 | |
| 7 | HWBK |
Hawthorn Bancshares, Inc.
|
44,745 | $1,758,478 | |
| 8 | BFC |
Bank First Corp
|
6,500 | $964,275 |
All Filings in FCNCA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $821,912 | 395 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $674,708 | 358 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||