Verdence Capital Advisors LLC

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 1719305 HUNT VALLEY, MD

Position in FCNCA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$328,764

+$8,372 QoQ

Shares Held

158

-7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#424

of 624 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $27,549,402 across 18 Banks - Regional names. FCNCA ranks #15 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHRB	Burke & Herbert Financial Services Corp.	78,746	$5,658,687
2	TFC	Truist Financial Corp	88,609	$4,414,500
3	USB	US Bancorp De	48,900	$2,953,560
4	PNC	Pnc Financial Services Group, Inc.	11,388	$2,803,953
5	RF	Regions Financial Corp	76,405	$2,307,431
6	MTB	M&T Bank Corp	8,679	$2,065,688
7	CBNK	Capital Bancorp Inc	37,487	$1,316,543
8	MBIN	Merchants Bancorp	25,019	$1,250,950

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,764	158	-7.1%	Shares	Sole	2026-07-29
2026-03-31	$320,392	170	-3.4%	Shares	Sole	2026-04-30
2025-12-31	$377,727	176	+1.1%	Shares	Sole	2026-01-29
2025-09-30	$311,313	174	-1.7%	Shares	Sole	2025-10-29
2025-06-30	$346,295	177	+1.1%	Shares	Sole	2025-07-25
2025-03-31	$324,471	175	+1.2%	Shares	Sole	2025-05-02
2024-12-31	$365,552	173	+4.2%	Shares	Sole	2025-02-06
2024-09-30	$305,597	166	-0.6%	Shares	Sole	2024-11-01
2024-06-30	$281,162	167	-3.5%	Shares	Sole	2024-07-25
2024-03-31	$282,855	173	-0.6%	Shares	Sole	2024-04-25
2023-12-31	$246,900	174	-4.4%	Shares	Sole	2024-02-01
2023-09-30	$251,178	182	+13.8%	Shares	Sole	2023-10-25
2023-06-30	$205,352	160	—	Shares	Sole	2023-07-31
No filing history on record for this holder in this stock.