MARATHON CAPITAL MANAGEMENT
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1213206
Hunt Valley, MD
Position in FCNCA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$260,098
-$22,601 QoQ
Shares Held
125
-16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#457
of 624 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MARATHON CAPITAL MANAGEMENT holds $1,239,031 across 3 Banks - Regional names. FCNCA ranks #3 (21.0% of the industry book) .
All Filings in FCNCA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,098 | 125 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $282,699 | 150 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $633,123 | 295 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $527,802 | 295 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $831,499 | 425 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $713,836 | 385 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $771,252 | 365 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $745,584 | 405 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $547,173 | 325 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $482,325 | 295 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $390,216 | 275 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $213,915 | 155 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||