Diversified Trust Co
BankPosition in FCNCA — First Citizens Bancshares Inc /De/
CIK 1479844
MEMPHIS, TN
Position in FCNCA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,687,520
-$239,900 QoQ
Shares Held
811
-21.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#249
of 624 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $62,517,434 across 44 Banks - Regional names. FCNCA ranks #15 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
169,518 | $8,445,386 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
53,436 | $5,390,623 | |
| 3 | CARE |
Carter Bankshares, Inc.
|
141,762 | $4,821,325 | |
| 4 | BPOP |
Popular, Inc.
|
16,147 | $2,651,014 | |
| 5 | UCB |
United Community Banks Inc
|
66,890 | $2,347,170 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
31,506 | $2,207,625 | |
| 7 | IBOC |
International Bancshares Corp
|
27,202 | $2,065,991 | |
| 8 | FHB |
First Hawaiian, Inc.
|
67,833 | $1,987,506 |
All Filings in FCNCA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,687,520 | 811 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 FCNCB | $216,150 | 131 | Shares | Sole | 2026-04-16 | |
| 2026-03-31 | $1,711,270 | 908 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 FCNCB | $327,360 | 186 | Shares | Sole | 2026-01-09 | |
| 2025-12-31 | $2,015,262 | 939 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 FCNCB | $345,464 | 217 | Shares | Sole | 2025-10-20 | |
| 2025-09-30 | $1,687,177 | 943 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 FCNCB | $371,070 | 217 | Shares | Sole | 2025-07-11 | |
| 2025-06-30 | $1,848,863 | 945 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 FCNCB | $359,132 | 217 | Shares | Sole | 2025-04-24 | |
| 2025-03-31 | $1,811,474 | 977 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 FCNCB | $381,705 | 217 | Shares | Sole | 2025-01-07 | |
| 2024-12-31 | $2,328,547 | 1,102 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 FCNCB | $355,877 | 217 | Shares | Sole | 2024-10-07 | |
| 2024-09-30 | $2,078,431 | 1,129 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 FCNCB | $325,717 | 217 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $1,956,354 | 1,162 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 FCNCB | $325,500 | 217 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $1,772,340 | 1,084 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 FCNCB | $278,845 | 217 | Shares | Sole | 2024-01-08 | |
| 2023-12-31 | $1,689,992 | 1,191 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||