GUARDIAN WEALTH ADVISORS, LLC / NC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1901403
RALEIGH, NC
Position in FCNCA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,588,502
+$243,985 QoQ
Shares Held
1,244
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#205
of 624 holders
Holding Since
Jun 2023
13 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, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $8,688,489 across 9 Banks - Regional names. FCNCA ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
75,001 | $3,736,549 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
1,244 | $2,588,502 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,115 | $520,755 | |
| 4 | FNB |
Fnb Corp/Pa/
|
22,531 | $429,891 | |
| 5 | USB |
US Bancorp De
|
6,729 | $406,431 | |
| 6 | UMBF |
Umb Financial Corp
|
2,031 | $289,945 | |
| 7 | MTB |
M&T Bank Corp
|
1,119 | $266,333 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
5,393 | $247,161 |
All Filings in FCNCA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,588,502 | 1,244 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,344,517 | 1,244 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,669,847 | 1,244 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,315,173 | 1,294 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $350,208 | 179 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $331,887 | 179 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $378,230 | 179 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $338,734 | 184 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $321,569 | 191 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $312,285 | 191 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $271,023 | 191 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $263,599 | 191 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $245,138 | 191 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||