Sound Income Strategies, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1730960
Ft Lauderdale, FL
Position in FCNCA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,769
-$523 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
4 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, 2026Sound Income Strategies, LLC holds $62,812,393 across 6 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
99,822 | $23,758,634 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
298,104 | $20,888,147 | |
| 3 | PFS |
Provident Financial Services Inc
|
569,907 | $13,472,601 | |
| 4 | WSBC |
Wesbanco Inc
|
100,631 | $3,927,627 | |
| 5 | SBCF |
Seacoast Banking Corp Of Florida
|
15,857 | $527,245 | |
| 6 | TFC |
Truist Financial Corp
|
4,780 | $238,139 |
All Filings in FCNCA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,769 | 2 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,292 | 2 | Shares | Sole | 2026-01-21 | |
| 2023-06-30 | $3,850 | 3 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,919 | 3 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||