Anchor Investment Management, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1634149
COLUMBIA, SC
Position in FCNCA
as of Jun 30, 2026
· filed Sep 15, 2026
Position Value
$33,240,620
+$8,325,415 QoQ
Shares Held
15,975
+20.8% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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 Jun 30, 2026Anchor Investment Management, LLC holds $43,398,734 across 22 Banks - Regional names. FCNCA ranks #1 (76.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
15,975 | $33,240,620 | |
| 2 | TFC |
Truist Financial Corp
|
60,384 | $3,008,330 | |
| 3 | SSB |
SouthState Bank Corp
|
17,510 | $1,749,249 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
9,800 | $1,514,296 | |
| 5 | FCCO |
First Community Corp /Sc/
|
36,930 | $1,206,872 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
8,748 | $882,498 | |
| 7 | USB |
US Bancorp De
|
9,294 | $561,357 | |
| 8 | LYG |
Lloyds Banking Group plc
|
50,500 | $294,415 |
All Filings in FCNCA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,240,620 | 15,975 | Shares | Sole | 2026-09-15 | |
| 2026-03-31 | $24,915,205 | 13,220 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $28,361,767 | 13,215 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $23,314,543 | 13,031 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,504,542 | 13,036 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $15,669,168 | 8,451 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $18,051,529 | 8,543 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,727,235 | 8,543 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $14,539,655 | 8,636 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $12,945,930 | 7,918 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,235,404 | 7,918 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $10,927,631 | 7,918 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $10,162,357 | 7,918 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $7,705,005 | 7,918 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $6,004,694 | 7,918 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $6,314,050 | 7,918 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $5,176,630 | 7,918 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $5,270,220 | 7,918 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $6,554,076 | 7,898 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $6,659,356 | 7,898 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $6,576,980 | 7,898 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $6,600,911 | 7,898 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $4,535,584 | 7,898 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $2,533,663 | 7,948 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $3,219,098 | 7,948 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $2,318,106 | 6,964 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||