Evergreen Wealth Management, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1965292
Williamston, MI
Position in FCNCA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,716,290
+$414,366 QoQ
Shares Held
1,786
+1.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
2.95%
of 13F equity value
Holder Rank
#180
of 624 holders
Holding Since
Sep 2025
4 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, 2026Evergreen Wealth Management, LLC holds $3,716,290 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
|
1,786 | $3,716,290 |
All Filings in FCNCA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,716,290 | 1,786 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,301,924 | 1,752 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,704,306 | 1,726 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,021,891 | 1,689 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||