OneDigital Investment Advisors LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1690370
OVERLAND PARK, KS
Position in FCNCA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,266,491
-$293,781 QoQ
Shares Held
672
-7.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $20,673,754 across 31 Banks - Regional names. FCNCA ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
122,575 | $5,634,772 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
672 | $1,266,491 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,796 | $1,206,089 | |
| 4 | NU |
Nu Holdings Ltd.
|
78,600 | $1,129,482 | |
| 5 | USB |
US Bancorp De
|
20,324 | $1,057,051 | |
| 6 | FITB |
Fifth Third Bancorp
|
22,425 | $1,041,865 | |
| 7 | IBN |
Icici Bank Ltd
|
28,436 | $736,492 | |
| 8 | LARK |
Landmark Bancorp Inc
|
24,491 | $607,376 |
All Filings in FCNCA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,266,491 | 672 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,560,272 | 727 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,347,237 | 753 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,514,307 | 774 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,440,651 | 777 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,734,789 | 821 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,829,904 | 994 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,703,813 | 1,012 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $866,550 | 530 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $750,635 | 529 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $734,213 | 532 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $677,661 | 528 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||