TRITONPOINT WEALTH, LLC

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 2008171 CHEVY CHASE, MD

Position in FCNCA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$384,946

+$6,130 QoQ

Shares Held

185

-8.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#402

of 624 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TRITONPOINT WEALTH, LLC holds $5,590,255 across 6 Banks - Regional names. FCNCA ranks #5 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	13,665	$3,364,596
2	AUB	Atlantic Union Bankshares Corp	15,331	$648,654
3	MTB	M&T Bank Corp	2,237	$532,428
4	TMP	Tompkins Financial Corp	4,762	$450,104
5	FCNCA	First Citizens Bancshares Inc /De/ This page	185	$384,946
6	USB	US Bancorp De	3,469	$209,527

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,946	185	-8.0%	Shares	Sole	2026-08-11
2026-03-31	$378,816	201	0.0%	Shares	Sole	2026-04-21
2025-12-31	$431,382	201	0.0%	Shares	Sole	2026-01-20
2025-09-30	$359,621	201	0.0%	Shares	Sole	2025-10-15
2025-06-30	$393,250	201	-1.5%	Shares	Sole	2025-07-17
2025-03-31	$378,240	204	-1.9%	Shares	Sole	2025-04-16
2024-12-31	$439,508	208	0.0%	Shares	Sole	2025-01-24
2024-09-30	$382,917	208	+0.5%	Shares	Sole	2024-10-28
2024-06-30	$348,507	207	+1.0%	Shares	Sole	2024-08-12
2024-03-31	$335,175	205	+2.5%	Shares	Sole	2024-04-25
2023-12-31	$283,794	200	—	Shares	Sole	2024-01-24
No filing history on record for this holder in this stock.