Continuum Advisory, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1846532
EAGLE, ID
Position in FCNCA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,727
+$14,501 QoQ
Shares Held
9
+350.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#552
of 624 holders
Holding Since
Sep 2024
3 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, 2026Continuum Advisory, LLC holds $2,453,013 across 45 Banks - Regional names. FCNCA ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
7,298 | $511,370 | |
| 2 | USB |
US Bancorp De
|
7,744 | $467,737 | |
| 3 | TFC |
Truist Financial Corp
|
5,915 | $294,685 | |
| 4 | RF |
Regions Financial Corp
|
9,065 | $273,763 | |
| 5 | LYG |
Lloyds Banking Group plc
|
37,450 | $218,333 | |
| 6 | KEY |
Keycorp /New/
|
6,416 | $147,888 | |
| 7 | WTFC |
Wintrust Financial Corp
|
597 | $95,949 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
367 | $90,362 |
All Filings in FCNCA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,727 | 9 | Shares | Sole | 2026-08-06 | |
| 2024-12-31 | $4,226 | 2 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,681 | 2 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||