HOEY INVESTMENTS, INC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1799544
COATESVILLE, PA
Position in FCNCA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,161
+$392 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#596
of 624 holders
Holding Since
Mar 2023
14 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, 2026HOEY INVESTMENTS, INC holds $916,335 across 4 Banks - Regional names. FCNCA ranks #4 (0.5% of the industry book) .
All Filings in FCNCA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,161 | 2 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,769 | 2 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,292 | 2 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,578 | 2 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,912 | 2 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,708 | 2 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,226 | 2 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,681 | 2 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,367 | 2 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,270 | 2 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,837 | 2 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,760 | 2 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $2,566 | 2 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $1,946 | 2 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||