Position in FCNCA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,450,310
+$159,319 QoQ
Shares Held
697
+1.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#41
of 187 holders
Holding Since
Dec 2022
15 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, 2026BENJAMIN EDWARDS INC holds $66,885,207 across 30 Banks - Regional names. FCNCA ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
592,102 | $17,881,479 | |
| 2 | USB |
US Bancorp De
|
190,991 | $11,535,856 | |
| 3 | TFC |
Truist Financial Corp
|
188,800 | $9,406,015 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
30,363 | $7,475,977 | |
| 5 | MTB |
M&T Bank Corp
|
8,234 | $1,959,774 | |
| 6 | EWBC |
East West Bancorp Inc
|
12,212 | $1,576,447 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
697 | $1,450,310 | |
| 8 | FITB |
Fifth Third Bancorp
|
24,200 | $1,364,153 |
All Filings in FCNCA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,450,310 | 697 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,290,991 | 685 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,152,498 | 537 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $876,688 | 490 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $870,628 | 445 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $760,188 | 410 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $826,190 | 391 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $666,423 | 362 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $409,117 | 243 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $573,885 | 351 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $351,904 | 248 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $303,622 | 220 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $207,918 | 162 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $132,341 | 136 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $40,193 | 53 | Shares | Defined | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||