Sendero Wealth Management, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1639375
SAN ANTONIO, TX
Position in FCNCA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,946,175
+$1,346,472 QoQ
Shares Held
4,780
+4.8% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#112
of 624 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sendero Wealth Management, LLC holds $12,063,088 across 4 Banks - Regional names. FCNCA ranks #1 (82.5% of the industry book) .
All Filings in FCNCA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,946,175 | 4,780 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $8,599,703 | 4,563 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,863,842 | 4,596 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $8,163,936 | 4,563 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $9,303,014 | 4,755 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $8,562,325 | 4,618 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $9,768,490 | 4,623 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $8,545,689 | 4,642 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $7,087,997 | 4,210 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||