WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 1632972 PLYMOUTH, MN

Position in FCNCA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,913,106

+$355,623 QoQ

Shares Held

1,400

+3.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#197

of 624 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. FCNCA ranks #31 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	291,021	$71,655,190
2	USB	US Bancorp De	582,496	$35,182,758
3	TFC	Truist Financial Corp	606,292	$30,205,467
4	MTB	M&T Bank Corp	84,778	$20,178,011
5	BPOP	Popular, Inc.	87,108	$14,301,391
6	CFG	Citizens Financial Group Inc/Ri	198,819	$13,931,247
7	HBAN	Huntington Bancshares Inc /Md/	737,223	$13,070,963
8	EWBC	East West Bancorp Inc	82,955	$10,708,660

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,913,106	1,400	+3.2%	Shares	Sole	2026-07-15
2026-03-31	$2,557,483	1,357	-71.9%	Shares	Sole	2026-04-08
2025-12-31	$10,376,779	4,835	+0.7%	Shares	Sole	2026-01-08
2025-09-30	$8,587,968	4,800	+0.3%	Shares	Sole	2025-10-29
2025-06-30	$9,361,708	4,785	-0.1%	Shares	Sole	2025-07-10
2025-03-31	$8,877,526	4,788	+2.3%	Shares	Sole	2025-04-16
2024-12-31	$9,891,046	4,681	+1.0%	Shares	Sole	2025-03-17
2024-09-30	$8,530,962	4,634	-0.5%	Shares	Sole	2024-10-24
2024-06-30	$7,837,204	4,655	-5.3%	Shares	Sole	2024-07-16
2024-03-31	$8,039,295	4,917	+0.0%	Shares	Sole	2024-04-15
2023-12-31	$6,974,237	4,915	-0.5%	Shares	Sole	2024-01-30
2023-09-30	$6,817,694	4,940	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.