Triangle Securities Wealth Management

Broker-Dealer

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 1541353 RALEIGH, NC

Position in FCNCA

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,306,736

+$158,979 QoQ

Shares Held

628

+3.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#272

of 624 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triangle Securities Wealth Management holds $3,624,561 across 5 Banks - Regional names. FCNCA ranks #1 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCNCA	First Citizens Bancshares Inc /De/ This page	628	$1,306,736
2	PNC	Pnc Financial Services Group, Inc.	4,005	$986,111
3	TFC	Truist Financial Corp	16,081	$801,155
4	USB	US Bancorp De	4,656	$281,222
5	FNB	Fnb Corp/Pa/	13,068	$249,337

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,306,736	628	+3.1%	Shares	Sole	2026-07-14
2026-03-31	$1,147,757	609	+0.3%	Shares	Sole	2026-04-20
2025-12-31	$1,302,731	607	-1.3%	Shares	Sole	2026-01-13
2025-09-30	$1,100,333	615	-0.3%	Shares	Sole	2025-10-15
2025-06-30	$1,207,141	617	+118.8%	Shares	Sole	2025-07-10
2025-03-31	$522,861	282	+19.0%	Shares	Sole	2025-04-10
2024-12-31	$500,785	237	0.0%	Shares	Sole	2025-01-15
2024-09-30	$436,305	237	0.0%	Shares	Sole	2024-11-14
2024-06-30	$399,015	237	0.0%	Shares	Sole	2024-07-10
2024-03-31	$387,495	237	-1.7%	Shares	Sole	2024-04-10
2023-12-31	$341,971	241	0.0%	Shares	Sole	2024-01-10
2023-09-30	$332,604	241	+12.6%	Shares	Sole	2023-10-10
2023-06-30	$274,658	214	-50.7%	Shares	Sole	2023-07-13
2023-03-31	$422,325	434	0.0%	Shares	Sole	2023-04-20
2022-12-31	$329,128	434	0.0%	Shares	Sole	2023-01-11
2022-09-30	$346,084	434	-2.3%	Shares	Sole	2022-10-19
2022-06-30	$290,278	444	+4.7%	Shares	Sole	2022-07-11
2022-03-31	$282,214	424	-12.6%	Shares	Sole	2022-04-13
2021-12-31	$402,472	485	-4.0%	Shares	Sole	2022-01-14
2021-09-30	$425,800	505	-4.7%	Shares	Sole	2021-10-14
2021-06-30	$441,352	530	-7.8%	Shares	Sole	2021-07-12
2021-03-31	$480,567	575	-4.2%	Shares	Sole	2021-04-12
2020-12-31	$344,562	600	0.0%	Shares	Sole	2021-01-11
2020-06-30	$243,012	600	0.0%	Shares	Sole	2020-07-08
2020-03-31	$199,722	600	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.