Horst & Graben Wealth Management LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1818207
PORTLAND, OR
Position in FCNCA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$258,017
+$24,320 QoQ
Shares Held
124
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#458
of 624 holders
Holding Since
Mar 2025
5 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, 2026Horst & Graben Wealth Management LLC holds $999,462 across 3 Banks - Regional names. FCNCA ranks #3 (25.8% of the industry book) .
All Filings in FCNCA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,017 | 124 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $233,697 | 124 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $218,277 | 122 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $238,689 | 122 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $226,202 | 122 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||