NewEdge Advisors, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1633516
NEW ORLEANS, LA
Position in FCNCA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,380,423
-$616,186 QoQ
Shares Held
1,144
-28.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 624 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $138,574,883 across 115 Banks - Regional names. FCNCA ranks #15 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
74,358 | $18,308,426 | |
| 2 | TFC |
Truist Financial Corp
|
253,065 | $12,607,698 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
160,994 | $11,280,849 | |
| 4 | RF |
Regions Financial Corp
|
314,859 | $9,508,741 | |
| 5 | USB |
US Bancorp De
|
115,430 | $6,971,972 | |
| 6 | FHN |
First Horizon Corp
|
240,924 | $6,177,291 | |
| 7 | FITB |
Fifth Third Bancorp
|
105,051 | $5,921,724 | |
| 8 | FBP |
First Bancorp /Pr/
|
205,731 | $5,363,407 |
All Filings in FCNCA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,380,423 | 1,144 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,996,609 | 1,590 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,068,797 | 498 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,234,520 | 690 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $678,895 | 347 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $469,092 | 253 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $735,330 | 348 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $688,515 | 374 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $771,093 | 458 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $848,565 | 519 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $760,567 | 536 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $732,833 | 531 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $684,078 | 533 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $561,478 | 577 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $291,968 | 385 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $250,393 | 314 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||