Atria Investments, Inc

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 1535865 Charlotte, NC

Position in FCNCA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$882,254

+$190,584 QoQ

Shares Held

424

+15.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#315

of 624 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $97,803,776 across 62 Banks - Regional names. FCNCA ranks #34 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	65,354	$16,091,461
2	USB	US Bancorp De	193,924	$11,713,009
3	PNFP	Pinnacle Financial Partners, Inc.	65,020	$6,559,217
4	TFC	Truist Financial Corp	97,766	$4,870,702
5	FITB	Fifth Third Bancorp	64,043	$3,610,103
6	RF	Regions Financial Corp	102,153	$3,085,020
7	UMBF	Umb Financial Corp	16,041	$2,290,013
8	CFG	Citizens Financial Group Inc/Ri	31,425	$2,201,949

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$882,254	424	+15.5%	Shares	Sole	2026-07-28
2026-03-31	$691,670	367	-19.9%	Shares	Sole	2026-05-05
2025-12-31	$982,950	458	+36.7%	Shares	Sole	2026-02-05
2025-09-30	$599,368	335	+3.1%	Shares	Sole	2025-11-06
2025-06-30	$635,852	325	+6.9%	Shares	Sole	2025-08-04
2025-03-31	$563,652	304	+12.6%	Shares	Sole	2025-05-06
2024-12-31	$570,515	270	-3.2%	Shares	Sole	2025-02-06
2024-09-30	$513,625	279	-6.7%	Shares	Sole	2024-11-01
2024-06-30	$503,399	299	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.