Quantum Financial Advisors, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1929139
SANTA MONICA, CA
Position in FCNCA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$274,664
+$31,543 QoQ
Shares Held
132
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#447
of 624 holders
Holding Since
Mar 2024
10 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, 2026Quantum Financial Advisors, LLC holds $274,664 across 1 Banks - Regional name. FCNCA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
132 | $274,664 |
All Filings in FCNCA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,664 | 132 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $243,121 | 129 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $276,857 | 129 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $230,801 | 129 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $252,384 | 129 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $239,181 | 129 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $272,579 | 129 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $237,482 | 129 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $217,185 | 129 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $210,915 | 129 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||