HB Wealth Management, LLC

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 1911253 Atlanta, GA

Position in FCNCA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,296,332

+$61,880 QoQ

Shares Held

623

-4.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#273

of 624 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HB Wealth Management, LLC holds $91,247,529 across 69 Banks - Regional names. FCNCA ranks #15 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	252,376	$15,243,510
2	PNC	Pnc Financial Services Group, Inc.	55,497	$13,664,471
3	FITB	Fifth Third Bancorp	127,438	$7,183,680
4	TFC	Truist Financial Corp	136,250	$6,787,975
5	RF	Regions Financial Corp	123,329	$3,724,535
6	TRMK	Trustmark Corp	67,330	$3,097,853
7	CFG	Citizens Financial Group Inc/Ri	36,686	$2,570,588
8	HBAN	Huntington Bancshares Inc /Md/	125,261	$2,220,877

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,296,332	623	-4.9%	Shares	Sole	2026-07-29
2026-03-31	$1,234,452	655	-30.2%	Shares	Sole	2026-04-27
2025-12-31	$2,015,262	939	0.0%	Shares	Sole	2026-01-28
2025-09-30	$1,680,021	939	+28.1%	Shares	Sole	2025-10-23
2025-06-30	$1,434,092	733	-18.8%	Shares	Sole	2025-07-17
2025-03-31	$1,674,270	903	+353.8%	Shares	Sole	2025-05-07
2024-12-31	$420,490	199	+0.5%	Shares	Sole	2025-01-15
2024-09-30	$364,508	198	+5.9%	Shares	Sole	2024-10-15
2024-06-30	$314,835	187	+3.9%	Shares	Sole	2024-07-26
2024-03-31	$294,300	180	-5.8%	Shares	Sole	2024-04-30
2023-12-31	$271,023	191	+7.9%	Shares	Sole	2024-01-16
2023-09-30	$244,277	177	-6.8%	Shares	Sole	2023-10-13
2023-06-30	$243,855	190	—	Shares	Sole	2023-07-13
No filing history on record for this holder in this stock.