Peterson Wealth Services
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1906799
SOUTH OGDEN, UT
Position in FCNCA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$769,892
+$85,761 QoQ
Shares Held
370
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#329
of 624 holders
Holding Since
Dec 2023
11 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, 2026Peterson Wealth Services holds $1,127,770 across 5 Banks - Regional names. FCNCA ranks #1 (68.3% of the industry book) .
All Filings in FCNCA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,892 | 370 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $684,131 | 363 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $729,701 | 340 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,889,493 | 1,615 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $647,591 | 331 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $608,151 | 328 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,225,551 | 580 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,019,886 | 554 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $841,805 | 500 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $748,830 | 458 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $228,454 | 161 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||