Beacon Pointe Advisors, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1744317
NEWPORT BEACH, CA
Position in FCNCA
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$543,086
+$73,806 QoQ
Shares Held
261
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#360
of 624 holders
Holding Since
Mar 2024
5 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, 2026Beacon Pointe Advisors, LLC holds $73,716,083 across 38 Banks - Regional names. FCNCA ranks #21 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
550,566 | $28,398,194 | |
| 2 | USB |
US Bancorp \De\
|
107,970 | $6,521,388 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
25,810 | $6,354,938 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,033 | $3,965,769 | |
| 5 | SSB |
SouthState Bank Corp
|
28,572 | $2,854,342 | |
| 6 | FITB |
Fifth Third Bancorp
|
44,896 | $2,530,787 | |
| 7 | RF |
Regions Financial Corp
|
71,456 | $2,157,971 | |
| 8 | TFC |
Truist Financial Corp
|
34,709 | $1,729,202 |
All Filings in FCNCA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,086 | 261 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $469,280 | 249 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $493,621 | 230 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $545,693 | 305 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $251,790 | 154 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||