WealthShield Partners, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1729303
CARY, NC
Position in FCNCA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$732,438
+$69,038 QoQ
Shares Held
352
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#335
of 624 holders
Holding Since
Dec 2023
11 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, 2026WealthShield Partners, LLC holds $2,094,689 across 3 Banks - Regional names. FCNCA ranks #2 (35.0% of the industry book) .
All Filings in FCNCA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,438 | 352 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $663,400 | 352 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $755,455 | 352 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $642,308 | 359 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $702,372 | 359 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $665,629 | 359 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $735,330 | 348 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $640,650 | 348 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $585,896 | 348 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $340,080 | 208 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $295,145 | 208 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||