Avantra Family Wealth, Inc.
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1774744
MECHANICSBURG, PA
Position in FCNCA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,082,010
+$49,217 QoQ
Shares Held
520
-5.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#293
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, 2026Avantra Family Wealth, Inc. holds $1,448,966 across 2 Banks - Regional names. FCNCA ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
520 | $1,082,010 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
5,237 | $366,956 |
All Filings in FCNCA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,082,010 | 520 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,032,793 | 548 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,152,498 | 537 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $967,935 | 541 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $248,471 | 127 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,125,450 | 607 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,261,472 | 597 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||