Greenwich Wealth Management LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1439805
GREENWICH, CT
Position in FCNCA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$478,581
+$94,111 QoQ
Shares Held
230
+12.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#373
of 624 holders
Holding Since
Mar 2023
14 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, 2026Greenwich Wealth Management LLC holds $8,392,178 across 3 Banks - Regional names. FCNCA ranks #3 (5.7% of the industry book) .
All Filings in FCNCA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,581 | 230 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $384,470 | 204 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $467,867 | 218 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $364,988 | 204 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $406,945 | 208 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $426,447 | 230 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $496,559 | 235 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $432,623 | 235 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $436,054 | 259 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $333,540 | 204 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $289,469 | 204 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $281,540 | 204 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $264,390 | 206 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $258,844 | 266 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||