HARBOR INVESTMENT ADVISORY, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1468792
LUTHERVILLE, MD
Position in FCNCA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$31,211
+$2,942 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#537
of 624 holders
Holding Since
Mar 2022
18 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $3,433,235 across 27 Banks - Regional names. FCNCA ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,859 | $1,196,382 | |
| 2 | TCBI |
Texas Capital Bancshares Inc/Tx
|
9,595 | $990,779 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
5,079 | $261,974 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
3,624 | $178,916 | |
| 5 | EGBN |
Eagle Bancorp Inc
|
3,316 | $94,141 | |
| 6 | FFIN |
First Financial Bankshares Inc
|
2,509 | $86,811 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,453 | $78,951 | |
| 8 | MTB |
M&T Bank Corp
|
320 | $76,163 |
All Filings in FCNCA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,211 | 15 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $28,269 | 15 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $32,192 | 15 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,734 | 6 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,738 | 6 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $11,124 | 6 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $12,678 | 6 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $11,045 | 6 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $10,101 | 6 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $16,350 | 10 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $8,513 | 6 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,280 | 6 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,984 | 7 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,838 | 6 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,550 | 6 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,784 | 6 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,922 | 6 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,993 | 6 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||