Aptus Capital Advisors, LLC

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 1664193 FAIRHOPE, AL

Position in FCNCA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,725,834

+$332,316 QoQ

Shares Held

1,310

+3.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#201

of 624 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $170,380,706 across 34 Banks - Regional names. FCNCA ranks #13 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	127,106	$31,296,039
2	EFSC	Enterprise Financial Services Corp	238,081	$15,684,776
3	SBCF	Seacoast Banking Corp Of Florida	447,558	$14,881,303
4	SYBT	Stock Yards Bancorp, Inc.	190,763	$14,587,646
5	WTFC	Wintrust Financial Corp	88,690	$14,254,256
6	GABC	German American Bancorp, Inc.	274,011	$13,004,562
7	CASH	Pathward Financial, Inc.	145,145	$12,636,323
8	HOMB	Home Bancshares Inc	386,554	$11,036,116

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,725,834	1,310	+3.1%	Shares	Sole	2026-08-12
2026-03-31	$2,393,518	1,270	-2.5%	Shares	Sole	2026-05-11
2025-12-31	$2,794,326	1,302	-1.9%	Shares	Sole	2026-02-13
2025-09-30	$2,374,215	1,327	+464.7%	Shares	Sole	2025-11-12
2025-06-30	$459,770	235	-0.4%	Shares	Sole	2025-08-11
2025-03-31	$437,572	236	-1.7%	Shares	Sole	2025-05-13
2024-12-31	$507,124	240	-0.4%	Shares	Sole	2025-02-14
2024-09-30	$443,668	241	-2.4%	Shares	Sole	2024-11-05
2024-06-30	$415,851	247	0.0%	Shares	Sole	2024-07-31
2024-03-31	$403,845	247	+10.3%	Shares	Sole	2024-05-15
2023-12-31	$317,849	224	-1.8%	Shares	Sole	2024-02-13
2023-09-30	$314,662	228	+19.4%	Shares	Sole	2023-11-08
2023-06-30	$245,138	191	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.