McCollum Christoferson Group LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1727573
AMHERST, NY
Position in FCNCA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$780,296
+$73,549 QoQ
Shares Held
375
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#327
of 624 holders
Holding Since
Mar 2024
10 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, 2026McCollum Christoferson Group LLC holds $3,237,035 across 2 Banks - Regional names. FCNCA ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
10,322 | $2,456,739 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
375 | $780,296 |
All Filings in FCNCA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,296 | 375 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $706,747 | 375 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $804,817 | 375 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $670,935 | 375 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $244,558 | 125 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $231,765 | 125 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $264,127 | 125 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $230,118 | 125 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $210,451 | 125 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $204,375 | 125 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||