KESTRA PRIVATE WEALTH SERVICES, LLC

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 1649451 AUSTIN, TX

Position in FCNCA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$634,640

+$71,127 QoQ

Shares Held

305

+2.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#346

of 624 holders

Holding Since

Sep 2022

15 quarters on record

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $40,638,321 across 34 Banks - Regional names. FCNCA ranks #18 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	26,595	$6,548,220
2	TFC	Truist Financial Corp	100,905	$5,027,087
3	RF	Regions Financial Corp	165,460	$4,996,892
4	HBAN	Huntington Bancshares Inc /Md/	141,420	$2,507,376
5	HDB	Hdfc Bank Ltd	72,892	$1,882,800
6	UBSI	United Bankshares Inc/Wv	32,155	$1,473,663
7	RNST	Renasant Corp	33,302	$1,416,667
8	ZION	Zions Bancorporation, National Association /Ut/	19,376	$1,340,625

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$634,640	305	+2.0%	Shares	Sole	2026-07-28
2026-03-31	$563,513	299	-31.9%	Shares	Sole	2026-04-20
2025-12-31	$942,172	439	+0.2%	Shares	Sole	2026-01-29
2025-09-30	$783,652	438	-0.7%	Shares	Sole	2025-11-17
2025-06-30	$862,803	441	+2.8%	Shares	Sole	2025-08-07
2025-03-31	$795,417	429	+4.9%	Shares	Sole	2025-05-05
2024-12-31	$864,225	409	-2.9%	Shares	Sole	2025-01-28
2024-09-30	$775,039	421	-6.0%	Shares	Sole	2024-11-13
2024-06-30	$754,257	448	0.0%	Shares	Sole	2024-08-12
2024-03-31	$732,480	448	-0.7%	Shares	Sole	2024-05-02
2023-12-31	$639,955	451	+0.2%	Shares	Sole	2024-02-05
2023-09-30	$621,045	450	-0.9%	Shares	Sole	2023-11-08
2023-06-30	$582,686	454	-27.4%	Shares	Sole	2023-08-08
2023-03-31	$608,187	625	-15.5%	Shares	Sole	2023-05-12
2022-09-30	$590,098	740	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.