KINGSWOOD WEALTH ADVISORS, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1987855
SAN DIEGO, CA
Position in FCNCA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$505,631
+$53,313 QoQ
Shares Held
243
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#367
of 624 holders
Holding Since
Mar 2025
6 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $11,860,060 across 17 Banks - Regional names. FCNCA ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNST |
Renasant Corp
|
71,322 | $3,034,037 | |
| 2 | TFC |
Truist Financial Corp
|
29,046 | $1,447,071 | |
| 3 | KEY |
Keycorp /New/
|
39,997 | $921,930 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,597 | $885,653 | |
| 5 | USB |
US Bancorp De
|
14,171 | $855,928 | |
| 6 | RF |
Regions Financial Corp
|
27,615 | $833,973 | |
| 7 | BUSE |
First Busey Corp /Nv/
|
22,252 | $656,434 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
243 | $505,631 |
All Filings in FCNCA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,631 | 243 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $452,318 | 240 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $519,375 | 242 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $420,452 | 235 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $459,770 | 235 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $439,426 | 237 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||