Delta Investment Management, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1757043
SAN FRANCISCO, CA
Position in FCNCA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$314,738
-$43,674 QoQ
Shares Held
167
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Delta Investment Management, LLC holds $1,746,258 across 3 Banks - Regional names. FCNCA ranks #3 (18.0% of the industry book) .
All Filings in FCNCA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $314,738 | 167 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $358,412 | 167 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $297,000 | 166 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $271,949 | 139 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $261,430 | 141 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $240,884 | 114 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||