ENVESTNET ASSET MANAGEMENT INC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1407543
Berwyn, PA
Position in FCNCA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$34,940,625
+$2,871,251 QoQ
Shares Held
16,792
-1.3% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#54
of 624 holders
Holding Since
Dec 2020
23 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. FCNCA ranks #16 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp \De\
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in FCNCA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,940,625 | 16,792 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $32,069,374 | 17,016 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $37,334,945 | 17,396 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,317,316 | 16,945 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $32,483,271 | 16,603 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $27,118,359 | 14,626 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $28,422,232 | 13,451 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $21,679,027 | 11,776 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $19,489,469 | 11,576 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $21,060,435 | 12,881 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,626,071 | 11,717 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,221,930 | 10,305 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,905,859 | 6,939 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,772,262 | 141,520 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,615,727 | 11,361 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,704,700 | 13,424 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,871,598 | 8,981 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,829,324 | 8,758 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,031,448 | 2,448 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,456,996 | 5,286 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,490,604 | 1,790 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,083,993 | 1,297 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $474,921 | 827 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||