Allegiance Financial Group Advisory Services LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1964068
VIENNA, VA
Position in FCNCA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,459,493
+$143,246 QoQ
Shares Held
1,182
-3.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#213
of 624 holders
Holding Since
Dec 2022
15 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, 2026Allegiance Financial Group Advisory Services LLC holds $3,779,232 across 5 Banks - Regional names. FCNCA ranks #1 (65.1% of the industry book) .
All Filings in FCNCA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,459,493 | 1,182 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,316,247 | 1,229 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,566,831 | 1,196 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,121,943 | 1,186 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,022,989 | 1,034 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,965,367 | 1,060 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,324,322 | 1,100 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,247,799 | 1,221 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,988,343 | 1,181 | Shares | Defined | 2024-07-24 | |
| 2024-03-31 | $1,930,935 | 1,181 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $1,675,803 | 1,181 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $1,629,898 | 1,181 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $1,515,754 | 1,181 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $1,149,231 | 1,181 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $895,623 | 1,181 | Shares | Defined | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||