CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1766904
RICHMOND, VA
Position in FCNCA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$79,067
+$11,220 QoQ
Shares Held
38
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#518
of 624 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,615,667 across 27 Banks - Regional names. FCNCA ranks #9 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,089 | $514,347 | |
| 2 | MTB |
M&T Bank Corp
|
1,684 | $400,806 | |
| 3 | TFC |
Truist Financial Corp
|
7,243 | $360,840 | |
| 4 | BPOP |
Popular, Inc.
|
1,705 | $279,926 | |
| 5 | USB |
US Bancorp De
|
4,375 | $264,247 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
2,698 | $189,044 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,568 | $88,384 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
4,945 | $87,671 |
All Filings in FCNCA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,067 | 38 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $67,847 | 36 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $90,139 | 42 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $21,469 | 12 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $17,607 | 9 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $12,978 | 7 | Shares | Other | 2025-05-09 | |
| 2024-09-30 | $246,687 | 134 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $1,015,216 | 603 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,240,965 | 759 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $1,214,638 | 856 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $611,384 | 443 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $401,719 | 313 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $31,139 | 32 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $24,267 | 32 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||