Independent Advisor Alliance
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1696899
CHARLOTTE, NC
Position in FCNCA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,365,858
+$234,308 QoQ
Shares Held
1,137
+0.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#221
of 624 holders
Holding Since
Dec 2020
22 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 Jun 30, 2026Independent Advisor Alliance holds $293,104,995 across 29 Banks - Regional names. FCNCA ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
2,647,824 | $238,992,593 | |
| 2 | TFC |
Truist Financial Corp
|
349,770 | $17,425,541 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,116 | $8,153,821 | |
| 4 | USB |
US Bancorp De
|
86,109 | $5,200,983 | |
| 5 | FCCO |
First Community Corp /Sc/
|
106,941 | $3,494,831 | |
| 6 | SSB |
SouthState Bank Corp
|
27,208 | $2,718,079 | |
| 7 | CCBG |
Capital City Bank Group Inc
|
50,933 | $2,517,108 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
1,137 | $2,365,858 |
All Filings in FCNCA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,365,858 | 1,137 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,131,550 | 1,131 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,440,206 | 1,137 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,034,274 | 1,137 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,216,680 | 1,133 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,121,112 | 1,144 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,446,876 | 1,158 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,006,634 | 1,090 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,833,451 | 1,089 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,777,245 | 1,087 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,531,068 | 1,079 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,679,581 | 1,217 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,561,958 | 1,217 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,194,966 | 1,228 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $972,864 | 1,220 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $804,803 | 1,231 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $819,353 | 1,231 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,004,106 | 1,210 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,020,235 | 1,210 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,007,615 | 1,210 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,011,281 | 1,210 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $694,866 | 1,210 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||