LEVEL FOUR ADVISORY SERVICES, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1696715
DALLAS, TX
Position in FCNCA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,095,993
+$1,013,817 QoQ
Shares Held
4,852
+0.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#109
of 624 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $26,327,295 across 18 Banks - Regional names. FCNCA ranks #1 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
4,852 | $10,095,993 | |
| 2 | RF |
Regions Financial Corp
|
163,281 | $4,931,086 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,982 | $2,211,548 | |
| 4 | TFC |
Truist Financial Corp
|
41,776 | $2,081,280 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
59,920 | $1,062,381 | |
| 6 | LOB |
Live Oak Bancshares, Inc.
|
24,995 | $1,020,795 | |
| 7 | OZK |
Bank OZK
|
16,778 | $873,966 | |
| 8 | CBU |
Community Financial System, Inc.
|
12,766 | $856,853 |
All Filings in FCNCA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,095,993 | 4,852 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,082,176 | 4,819 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,439,019 | 4,864 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,886,757 | 4,967 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,381,029 | 5,306 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,391,117 | 5,065 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,222,790 | 4,838 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,157,249 | 4,431 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,247,812 | 3,117 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $554,265 | 339 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $481,030 | 339 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $467,853 | 339 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $506,962 | 395 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $394,105 | 405 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,330,440 | 3,073 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $204,939 | 257 | Shares | Sole | 2022-11-07 | |
| 2021-09-30 | $1,156,829 | 1,372 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||