PERSONAL CFO SOLUTIONS, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1677501
CHESTER, NJ
Position in FCNCA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$524,359
+$47,541 QoQ
Shares Held
252
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#364
of 624 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,974,474 across 16 Banks - Regional names. FCNCA ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
18,012 | $1,087,924 | |
| 2 | IBN |
Icici Bank Ltd
|
32,192 | $934,533 | |
| 3 | LYG |
Lloyds Banking Group plc
|
120,012 | $699,669 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,627 | $646,819 | |
| 5 | NU |
Nu Holdings Ltd.
|
45,123 | $602,843 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
252 | $524,359 | |
| 7 | LOB |
Live Oak Bancshares, Inc.
|
8,368 | $341,749 | |
| 8 | FHN |
First Horizon Corp
|
12,749 | $326,884 |
All Filings in FCNCA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,359 | 252 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $476,818 | 253 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $474,305 | 221 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $332,783 | 186 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $305,209 | 156 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $278,118 | 150 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $264,127 | 125 | Shares | Defined | 2025-02-07 | |
| 2024-03-31 | $230,535 | 141 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||