SeaCrest Wealth Management, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1728121
PURCHASE, NY
Position in FCNCA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$380,784
+$28,353 QoQ
Shares Held
183
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#405
of 624 holders
Holding Since
Jun 2022
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 Jun 30, 2026SeaCrest Wealth Management, LLC holds $11,144,634 across 16 Banks - Regional names. FCNCA ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
43,837 | $2,183,959 | |
| 2 | WBS |
Webster Financial Corp
|
23,936 | $1,829,189 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
19,324 | $1,354,032 | |
| 4 | EBC |
Eastern Bankshares, Inc.
|
46,000 | $1,023,040 | |
| 5 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
19,593 | $796,455 | |
| 6 | FBNC |
First Bancorp /Nc/
|
11,035 | $705,467 | |
| 7 | SSB |
SouthState Bank Corp
|
6,665 | $665,833 | |
| 8 | RMBI |
Richmond Mutual Bancorporation, Inc.
|
25,853 | $410,545 |
All Filings in FCNCA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,784 | 183 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $352,431 | 187 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $401,335 | 187 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $343,518 | 192 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $420,641 | 215 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $396,781 | 214 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $452,186 | 214 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $325,848 | 177 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $277,795 | 165 | Shares | Sole | 2024-07-22 | |
| 2022-12-31 | $220,682 | 291 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $232,052 | 291 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $188,288 | 288 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||