44 WEALTH MANAGEMENT LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1831187
EUGENE, OR
Position in FCNCA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,568,915
+$85,688 QoQ
Shares Held
754
-4.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#257
of 624 holders
Holding Since
Sep 2022
12 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, 202644 WEALTH MANAGEMENT LLC holds $3,306,498 across 5 Banks - Regional names. FCNCA ranks #1 (47.4% of the industry book) .
All Filings in FCNCA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,568,915 | 754 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,483,227 | 787 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,656,970 | 1,238 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,198,877 | 1,229 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,381,023 | 1,217 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,289,838 | 1,235 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,651,840 | 1,255 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,448,463 | 1,330 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $984,406 | 767 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $836,866 | 860 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $628,680 | 829 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $689,776 | 865 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||