Corient Private Wealth LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1948780
MIAMI, FL
Position in FCNCA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,014,204
-$726,091 QoQ
Shares Held
968
-33.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#237
of 624 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 36%
Shared 15%
None 49%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $408,239,213 across 116 Banks - Regional names. FCNCA ranks #41 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
361,525 | $89,014,685 | |
| 2 | USB |
US Bancorp \De\
|
465,118 | $28,093,127 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
1,195,010 | $21,187,527 | |
| 4 | FITB |
Fifth Third Bancorp
|
375,002 | $21,138,862 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
287,137 | $19,867,009 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
395,589 | $16,669,529 | |
| 7 | MTB |
M&T Bank Corp
|
66,705 | $15,876,457 | |
| 8 | KEY |
Keycorp /New/
|
597,182 | $12,191,861 |
All Filings in FCNCA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,014,204 | 968 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,740,295 | 1,454 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,137,715 | 1,462 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $2,173,828 | 1,215 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,028,858 | 1,037 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $1,933,847 | 1,043 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,685,647 | 1,271 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $2,903,178 | 1,577 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,816,678 | 1,673 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,710,830 | 1,658 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,376,774 | 1,675 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $2,188,838 | 1,586 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $1,894,372 | 1,476 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,386,666 | 1,425 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $825,095 | 1,088 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||