Janney Montgomery Scott LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1329948
PHILADELPHIA, PA
Position in FCNCA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,753,384
+$368,911 QoQ
Shares Held
2,765
-3.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#143
of 624 holders
Holding Since
Mar 2022
17 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, 2026Janney Montgomery Scott LLC holds $408,373,040 across 87 Banks - Regional names. FCNCA ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
618,232 | $152,221,083 | |
| 2 | TFC |
Truist Financial Corp
|
887,375 | $44,209,022 | |
| 3 | MTB |
M&T Bank Corp
|
83,442 | $19,860,030 | |
| 4 | EWBC |
East West Bancorp Inc
|
153,779 | $19,851,331 | |
| 5 | LYG |
Lloyds Banking Group plc
|
3,093,483 | $18,035,005 | |
| 6 | FITB |
Fifth Third Bancorp
|
272,386 | $15,354,398 | |
| 7 | USB |
US Bancorp De
|
247,081 | $14,923,692 | |
| 8 | CBFV |
CB Financial Services, Inc.
|
305,098 | $11,563,214 |
All Filings in FCNCA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,753,384 | 2,765 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,384,473 | 2,857 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,582,333 | 3,067 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,719,944 | 3,197 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,812,672 | 2,971 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,399,792 | 3,991 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,006,232 | 3,789 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,921,972 | 3,760 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,919,572 | 3,516 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,178,045 | 3,167 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,859,597 | 2,720 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,357,782 | 2,433 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,015,016 | 1,570 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,530,686 | 1,573 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $969,184 | 1,278 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $563,783 | 707 | Shares | Sole | 2022-10-25 | |
| 2022-03-31 | $288,204 | 433 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||