Live Oak Private Wealth LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1799877
WILMINGTON, NC
Position in FCNCA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,187,048
+$656,702 QoQ
Shares Held
3,454
-0.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#125
of 624 holders
Holding Since
Sep 2024
8 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, 2026Live Oak Private Wealth LLC holds $8,273,957 across 3 Banks - Regional names. FCNCA ranks #1 (86.9% of the industry book) .
All Filings in FCNCA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,187,048 | 3,454 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,530,346 | 3,465 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,080,247 | 3,299 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,898,860 | 3,297 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,081,196 | 2,086 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,972,154 | 1,603 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $642,358 | 304 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $309,279 | 168 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||