TD PRIVATE CLIENT WEALTH LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1551017
NEW YORK, NY
Position in FCNCA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,614,693
+$169,159 QoQ
Shares Held
776
+1.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#254
of 624 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $31,114,851 across 57 Banks - Regional names. FCNCA ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
132,350 | $7,993,940 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,716 | $5,346,913 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
149,708 | $4,798,141 | |
| 4 | RF |
Regions Financial Corp
|
110,972 | $3,351,354 | |
| 5 | TFC |
Truist Financial Corp
|
52,597 | $2,620,382 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
776 | $1,614,693 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
48,830 | $865,755 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
10,931 | $765,935 |
All Filings in FCNCA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,614,693 | 776 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,445,534 | 767 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,343,628 | 1,092 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,853,569 | 1,036 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,997,555 | 1,021 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,868,952 | 1,008 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,087,663 | 988 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,853,836 | 1,007 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,678,559 | 997 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,844,280 | 1,128 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,508,365 | 1,063 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,491,888 | 1,081 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $1,457,999 | 1,136 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $1,142,419 | 1,174 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $908,515 | 1,198 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $956,118 | 1,199 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $23,296 | 35 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||