Envestnet Portfolio Solutions, Inc.
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1998033
BERWYN, PA
Position in FCNCA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,924,237
+$1,723,993 QoQ
Shares Held
1,021
+845.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
8 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, 2026Envestnet Portfolio Solutions, Inc. holds $66,543,258 across 37 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
733,501 | $22,151,730 | |
| 2 | KEY |
Keycorp /New/
|
520,425 | $11,995,796 | |
| 3 | USB |
US Bancorp \De\
|
102,173 | $6,171,249 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
19,955 | $4,913,320 | |
| 5 | TFC |
Truist Financial Corp
|
47,314 | $2,357,183 | |
| 6 | FITB |
Fifth Third Bancorp
|
35,927 | $2,025,204 | |
| 7 | EWBC |
East West Bancorp Inc
|
15,629 | $2,017,547 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
16,908 | $1,705,679 |
All Filings in FCNCA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,924,237 | 1,021 | Shares | Sole | 2026-04-29 | |
| 2025-03-31 | $200,244 | 108 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $496,559 | 235 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $298,233 | 162 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $239,072 | 142 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $299,205 | 183 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $228,454 | 161 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $212,535 | 154 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||