AXXCESS WEALTH MANAGEMENT, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1911056
CARLSBAD, CA
Position in FCNCA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,365,858
-$72,202 QoQ
Shares Held
1,137
+0.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#26
of 187 holders
Holding Since
Mar 2025
5 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $40,870,360 across 19 Banks - Regional names. FCNCA ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHCO |
City Holding Co
|
106,738 | $14,157,728 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
92,489 | $6,480,704 | |
| 3 | TFC |
Truist Financial Corp
|
80,076 | $3,989,386 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
83,608 | $3,831,754 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
1,137 | $2,365,858 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,726 | $1,902,295 | |
| 7 | USB |
US Bancorp De
|
27,495 | $1,660,698 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
74,223 | $1,315,973 |
All Filings in FCNCA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,365,858 | 1,137 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $2,438,060 | 1,136 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $2,032,485 | 1,136 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,222,549 | 1,136 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,104,426 | 1,135 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||