Colonial Trust Advisors
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1567993
SPARTANBURG, SC
Position in FCNCA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$376,932
-$52,303 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 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 Mar 31, 2026Colonial Trust Advisors holds $9,526,028 across 17 Banks - Regional names. FCNCA ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
102,131 | $4,694,962 | |
| 2 | PRK |
Park National Corp /Oh/
|
7,557 | $1,235,191 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,495 | $935,364 | |
| 4 | RF |
Regions Financial Corp
|
33,905 | $885,598 | |
| 5 | FBNC |
First Bancorp /Nc/
|
9,850 | $555,047 | |
| 6 | SSB |
SouthState Bank Corp
|
4,194 | $388,028 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
200 | $376,932 | |
| 8 | SFST |
Southern First Bancshares Inc
|
6,610 | $360,245 |
All Filings in FCNCA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $376,932 | 200 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $429,235 | 200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $357,832 | 200 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $391,294 | 200 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $370,824 | 200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $422,604 | 200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $368,190 | 200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $336,722 | 200 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $327,000 | 200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $283,794 | 200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $276,020 | 200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $256,690 | 200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $194,620 | 200 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $151,672 | 200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $159,486 | 200 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $248,952 | 300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $252,951 | 300 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $249,822 | 300 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $250,731 | 300 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||