TRANSCEND CAPITAL ADVISORS, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1776082
MADISON, NJ
Position in FCNCA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$235,129
-$101,821 QoQ
Shares Held
113
-28.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#469
of 624 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $10,104,880 across 21 Banks - Regional names. FCNCA ranks #17 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,065 | $1,493,324 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
15,275 | $1,070,319 | |
| 3 | USB |
US Bancorp \De\
|
16,048 | $969,299 | |
| 4 | FITB |
Fifth Third Bancorp
|
13,460 | $758,740 | |
| 5 | PB |
Prosperity Bancshares Inc
|
7,043 | $514,350 | |
| 6 | LYG |
Lloyds Banking Group plc
|
77,863 | $453,941 | |
| 7 | PGC |
Peapack Gladstone Financial Corp
|
9,365 | $443,245 | |
| 8 | TFC |
Truist Financial Corp
|
8,520 | $424,466 |
All Filings in FCNCA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,129 | 113 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $336,950 | 157 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $325,627 | 182 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $358,034 | 183 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $333,741 | 180 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $380,343 | 180 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $316,643 | 172 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $289,580 | 172 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $281,220 | 172 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $244,062 | 172 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $240,137 | 174 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $236,154 | 184 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $206,297 | 212 | Shares | Sole | 2023-04-12 | |
| 2022-09-30 | $233,646 | 293 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||