Legacy Financial Advisors, Inc.
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1730810
COVINGTON, KY
Position in FCNCA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$996,698
+$78,869 QoQ
Shares Held
479
-1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#306
of 624 holders
Holding Since
Jun 2025
5 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, 2026Legacy Financial Advisors, Inc. holds $16,280,877 across 14 Banks - Regional names. FCNCA ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
16,248 | $4,000,582 | |
| 2 | FITB |
Fifth Third Bancorp
|
61,376 | $3,459,765 | |
| 3 | USB |
US Bancorp De
|
36,474 | $2,203,029 | |
| 4 | FFBC |
First Financial Bancorp /Oh/
|
45,933 | $1,553,913 | |
| 5 | TFC |
Truist Financial Corp
|
20,204 | $1,006,563 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
479 | $996,698 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
39,011 | $691,665 | |
| 8 | MTB |
M&T Bank Corp
|
2,866 | $682,136 |
All Filings in FCNCA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,698 | 479 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $917,829 | 487 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,019,435 | 475 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $763,971 | 427 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $743,458 | 380 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||