Cooper Financial Group
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1751581
IRVINE, CA
Position in FCNCA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$272,583
+$40,770 QoQ
Shares Held
131
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#451
of 624 holders
Holding Since
Dec 2024
7 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, 2026Cooper Financial Group holds $1,910,814 across 6 Banks - Regional names. FCNCA ranks #4 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
8,287 | $427,443 | |
| 2 | EWBC |
East West Bancorp Inc
|
3,155 | $407,278 | |
| 3 | WAFD |
Wafd Inc
|
8,949 | $343,373 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
131 | $272,583 | |
| 5 | USB |
US Bancorp De
|
3,942 | $238,096 | |
| 6 | LYG |
Lloyds Banking Group plc
|
38,086 | $222,041 |
All Filings in FCNCA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,583 | 131 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $231,813 | 123 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $274,711 | 128 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $234,379 | 131 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $293,470 | 150 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $285,534 | 154 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $308,500 | 146 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||