BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 2010186
CINCINNATI, OH
Position in FCNCA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$753,864
-$104,607 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $63,085,507 across 34 Banks - Regional names. FCNCA ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
361,607 | $18,807,180 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
121,037 | $16,591,751 | |
| 3 | FCF |
First Commonwealth Financial Corp /Pa/
|
778,462 | $13,685,361 | |
| 4 | BY |
Byline Bancorp, Inc.
|
134,158 | $4,235,368 | |
| 5 | WSBC |
Wesbanco Inc
|
81,829 | $2,822,282 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
9,938 | $2,067,998 | |
| 7 | FITB |
Fifth Third Bancorp
|
44,032 | $2,045,726 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
400 | $753,864 |
All Filings in FCNCA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $753,864 | 400 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $858,471 | 400 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $715,664 | 400 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $782,588 | 400 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $750,918 | 405 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $855,773 | 405 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $745,584 | 405 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $681,862 | 405 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $662,175 | 405 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $574,682 | 405 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $558,940 | 405 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $519,797 | 405 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $394,105 | 405 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $307,135 | 405 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $322,959 | 405 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $264,780 | 405 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $269,568 | 405 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $331,936 | 400 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $337,268 | 400 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $333,096 | 400 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $334,308 | 400 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $229,708 | 400 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $127,512 | 400 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $162,008 | 400 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $133,148 | 400 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||