B. Riley Wealth Advisors, Inc.
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1464811
MEMPHIS, TN
Position in FCNCA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$214,321
-$15,320 QoQ
Shares Held
103
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#483
of 624 holders
Holding Since
Sep 2024
5 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, 2026B. Riley Wealth Advisors, Inc. holds $4,407,479 across 9 Banks - Regional names. FCNCA ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
19,296 | $1,165,478 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,845 | $700,495 | |
| 3 | SFNC |
Simmons First National Corp
|
26,496 | $600,134 | |
| 4 | KEY |
Keycorp /New/
|
22,502 | $518,671 | |
| 5 | RF |
Regions Financial Corp
|
16,932 | $511,346 | |
| 6 | MTB |
M&T Bank Corp
|
1,725 | $410,567 | |
| 7 | TFC |
Truist Financial Corp
|
4,330 | $215,720 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
103 | $214,321 |
All Filings in FCNCA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,321 | 103 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $229,641 | 107 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $217,168 | 111 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $236,658 | 112 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $202,504 | 110 | Shares | Sole | 2024-12-13 | |
| No filing history on record for this holder in this stock. | ||||||