Waverly Advisors, LLC

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 1568787 BIRMINGHAM, AL

Position in FCNCA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,557,861

+$2,465,217 QoQ

Shares Held

2,949

+104.6% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Waverly Advisors, LLC holds $85,766,982 across 46 Banks - Regional names. FCNCA ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	50,424	$10,492,730
2	SFBS	ServisFirst Bancshares, Inc.	136,429	$9,936,124
3	TFC	Truist Financial Corp	196,487	$9,032,507
4	CATY	Cathay General Bancorp	127,850	$6,374,601
5	FCNCA	First Citizens Bancshares Inc /De/ This page	2,949	$5,557,861
6	NRIM	Northrim Bancorp Inc	210,448	$4,815,050
7	FHN	First Horizon Corp	193,603	$4,406,404
8	USB	US Bancorp De	82,115	$4,270,801

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,557,861	2,949	+104.6%	Shares	Sole	2026-05-15
2025-12-31	$3,092,644	1,441	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$2,571,022	1,437	+0.6%	Shares	Sole	2025-11-14
2025-06-30	$2,795,795	1,429	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$2,647,682	1,428	0.0%	Shares	Sole	2025-05-15
2024-12-31	$3,017,392	1,428	+0.2%	Shares	Sole	2025-02-14
2024-09-30	$2,623,353	1,425	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$2,400,827	1,426	0.0%	Shares	Sole	2024-08-14
2024-03-31	$2,331,510	1,426	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$2,024,869	1,427	+0.1%	Shares	Other	2024-02-14
2023-09-30	$1,968,021	1,426	—	Shares	Other	2023-11-14
No filing history on record for this holder in this stock.