Position in FCNCA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,294,251
+$121,993 QoQ
Shares Held
622
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#275
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, 2026MBL Wealth, LLC holds $5,024,956 across 10 Banks - Regional names. FCNCA ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
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|
622 | $1,294,251 | |
| 2 | PRK |
Park National Corp /Oh/
|
5,937 | $1,086,411 | |
| 3 | TFC |
Truist Financial Corp
|
16,625 | $828,257 | |
| 4 | FNB |
Fnb Corp/Pa/
|
22,787 | $434,775 | |
| 5 | RF |
Regions Financial Corp
|
8,741 | $263,978 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,043 | $256,807 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
13,342 | $236,553 | |
| 8 | CBSH |
Commerce Bancshares Inc /Mo/
|
3,766 | $217,486 |
All Filings in FCNCA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,294,251 | 622 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,172,258 | 622 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,334,923 | 622 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,103,911 | 617 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,207,141 | 617 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,116,180 | 602 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $1,272,038 | 602 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $1,108,251 | 602 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $1,013,533 | 602 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $981,000 | 600 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $851,382 | 600 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $828,060 | 600 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $770,070 | 600 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $291,930 | 300 | Shares | Sole | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||