Legacy Wealth Asset Management, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1846151
WOODBURY, MN
Position in FCNCA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$466,096
+$70,318 QoQ
Shares Held
224
+6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#379
of 624 holders
Holding Since
Dec 2025
3 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, 2026Legacy Wealth Asset Management, LLC holds $19,559,080 across 23 Banks - Regional names. FCNCA ranks #16 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
111,349 | $2,876,144 | |
| 2 | IBN |
Icici Bank Ltd
|
69,294 | $2,011,604 | |
| 3 | BAP |
Credicorp Ltd
|
3,301 | $1,286,003 | |
| 4 | NWG |
NatWest Group plc
|
66,380 | $1,170,279 | |
| 5 | CIB |
Grupo Cibest S.A.
|
14,043 | $1,115,435 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
17,602 | $1,113,326 | |
| 7 | KB |
KB Financial Group Inc.
|
10,094 | $1,059,466 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
4,109 | $1,011,717 |
All Filings in FCNCA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,096 | 224 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $395,778 | 210 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $439,966 | 205 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||