Midwest Professional Planners, LTD.
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1730575
WAUSAU, WI
Position in FCNCA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,384,585
+$479,194 QoQ
Shares Held
1,146
+13.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#218
of 624 holders
Holding Since
Mar 2024
10 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, 2026Midwest Professional Planners, LTD. holds $3,327,679 across 2 Banks - Regional names. FCNCA ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
1,146 | $2,384,585 | |
| 2 | PFS |
Provident Financial Services Inc
|
39,894 | $943,094 |
All Filings in FCNCA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,384,585 | 1,146 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,905,391 | 1,011 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,079,648 | 969 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,597,719 | 893 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,760,823 | 900 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,564,877 | 844 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,762,258 | 834 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,299,710 | 706 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $988,279 | 587 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $611,490 | 374 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||