U.S. Capital Wealth Advisors, LLC

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 1808915 AUSTIN, TX

Position in FCNCA

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$2,350,171

-$235,975 QoQ

Shares Held

1,247

+3.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

U.S. Capital Wealth Advisors, LLC holds $9,215,582 across 16 Banks - Regional names. FCNCA ranks #1 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCNCA	First Citizens Bancshares Inc /De/ This page	1,247	$2,350,171
2	PNC	Pnc Financial Services Group, Inc.	5,515	$1,147,616
3	OBT	Orange County Bancorp, Inc. /DE/	26,998	$863,396
4	IBOC	International Bancshares Corp	10,555	$710,245
5	SSB	SouthState Bank Corp	6,940	$642,088
6	STEL	Stellar Bancorp, Inc.	16,304	$596,889
7	TFC	Truist Financial Corp	12,174	$559,638
8	ZION	Zions Bancorporation, National Association /Ut/	8,509	$490,288

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,350,171	1,247	+3.5%	Shares	Sole	2026-04-07
2025-12-31	$2,586,146	1,205	+19.9%	Shares	Sole	2026-01-23
2025-09-30	$1,798,105	1,005	+0.2%	Shares	Sole	2025-10-09
2025-06-30	$1,962,339	1,003	0.0%	Shares	Sole	2025-07-14
2025-03-31	$1,859,682	1,003	+0.3%	Shares	Sole	2025-04-29
2024-12-31	$2,113,020	1,000	0.0%	Shares	Sole	2025-01-24
2024-09-30	$1,840,950	1,000	0.0%	Shares	Sole	2024-10-22
2024-06-30	$1,683,610	1,000	0.0%	Shares	Sole	2024-07-11
2024-03-31	$1,635,000	1,000	0.0%	Shares	Sole	2024-05-10
2023-12-31	$1,418,970	1,000	0.0%	Shares	Sole	2024-02-06
2023-09-30	$1,380,100	1,000	—	Shares	Sole	2023-10-19
No filing history on record for this holder in this stock.