Position in FCNCA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,061,202
New position
Shares Held
510
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#300
of 624 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wealth Group, Ltd. holds $2,758,320 across 2 Banks - Regional names. FCNCA ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
34,065 | $1,697,118 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
510 | $1,061,202 |
All Filings in FCNCA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,202 | 510 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||