UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 1463217 IRVING, TX

Position in FCNCA

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$212,240

-$240,078 QoQ

Shares Held

102

-57.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#484

of 624 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $62,351,813 across 60 Banks - Regional names. FCNCA ranks #55 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	QCRH	Qcr Holdings Inc	64,910	$6,318,988
2	PNC	Pnc Financial Services Group, Inc.	18,337	$4,514,936
3	USB	US Bancorp De	69,476	$4,196,350
4	FITB	Fifth Third Bancorp	73,291	$4,131,413
5	TFC	Truist Financial Corp	64,617	$3,219,218
6	MTB	M&T Bank Corp	11,256	$2,679,040
7	RF	Regions Financial Corp	72,185	$2,179,987
8	HDB	Hdfc Bank Ltd	80,347	$2,075,363

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,240	102	-57.5%	Shares	Defined	2026-08-17
2026-03-31	$452,318	240	+20.0%	Shares	Defined	2026-05-15
2023-06-30	$256,690	200	-42.2%	Shares	Defined	2023-08-14
2022-12-31	$262,392	346	-21.7%	Shares	Defined	2023-02-15
2022-09-30	$352,464	442	-0.7%	Shares	Defined	2022-11-14
2022-06-30	$290,932	445	+1.6%	Shares	Defined	2022-08-11
2022-03-31	$291,532	438	+21.7%	Shares	Defined	2022-05-16
2021-12-31	$298,742	360	0.0%	Shares	Defined	2022-02-14
2021-09-30	$303,541	360	0.0%	Shares	Defined	2021-11-15
2021-06-30	$299,786	360	0.0%	Shares	Defined	2021-08-13
2021-03-31	$300,877	360	—	Shares	Defined	2021-05-14
No filing history on record for this holder in this stock.