SHEETS SMITH WEALTH MANAGEMENT
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1157436
WINSTON-SALEM, NC
Position in FCNCA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,679,335
+$1,194,975 QoQ
Shares Held
3,210
+10.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#13
of 187 holders
Holding Since
Mar 2020
26 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $19,936,090 across 16 Banks - Regional names. FCNCA ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
3,210 | $6,679,335 | |
| 2 | FNB |
Fnb Corp/Pa/
|
191,163 | $3,647,390 | |
| 3 | SFST |
Southern First Bancshares Inc
|
19,639 | $1,199,942 | |
| 4 | RNST |
Renasant Corp
|
22,044 | $937,751 | |
| 5 | TFC |
Truist Financial Corp
|
18,142 | $903,834 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
8,062 | $813,294 | |
| 7 | CAC |
Camden National Corp
|
14,683 | $796,112 | |
| 8 | CASH |
Pathward Financial, Inc.
|
8,180 | $712,150 |
All Filings in FCNCA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,679,335 | 3,210 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,484,360 | 2,910 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,196,021 | 2,887 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,444,273 | 2,484 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,831,012 | 1,447 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,682,911 | 1,447 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,057,539 | 1,447 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,663,854 | 1,447 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,436,183 | 1,447 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,130,235 | 4,361 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,553,848 | 3,914 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,382,390 | 3,900 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,136,366 | 4,002 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,381,175 | 2,447 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $1,855,706 | 2,447 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $2,759,107 | 3,460 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,599,799 | 2,447 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,675,315 | 2,517 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,088,707 | 2,517 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,122,258 | 2,517 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,096,006 | 2,517 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,103,633 | 2,517 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,463,814 | 2,549 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $812,570 | 2,549 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,032,395 | 2,549 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $848,485 | 2,549 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||