Smith Salley Wealth Management
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1482012
GREENSBORO, NC
Position in FCNCA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,564,754
+$138,067 QoQ
Shares Held
752
-0.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#259
of 625 holders
Holding Since
Dec 2020
23 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, 2026Smith Salley Wealth Management holds $36,056,137 across 8 Banks - Regional names. FCNCA ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
80,906 | $19,920,675 | |
| 2 | FBNC |
First Bancorp /Nc/
|
110,644 | $7,073,470 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
159,890 | $2,834,849 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
62,147 | $2,629,439 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
752 | $1,564,754 | |
| 6 | TFC |
Truist Financial Corp
|
17,105 | $852,171 | |
| 7 | USB |
US Bancorp De
|
13,495 | $815,098 | |
| 8 | LOB |
Live Oak Bancshares, Inc.
|
8,954 | $365,681 |
All Filings in FCNCA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,564,754 | 752 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,426,687 | 757 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,624,658 | 757 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,354,394 | 757 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,481,047 | 757 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,403,568 | 757 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,605,895 | 760 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,399,122 | 760 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,279,543 | 760 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,242,600 | 760 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,074,160 | 757 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,051,636 | 762 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $459,475 | 358 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $340,585 | 350 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $265,426 | 350 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $279,100 | 350 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $228,823 | 350 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $232,960 | 350 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $290,444 | 350 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $295,109 | 350 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $291,459 | 350 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $292,519 | 350 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $200,994 | 350 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||