Asset Planning,Inc
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 2048547
LOS ALAMITOS, CA
Position in FCNCA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,807
+$1,961 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#548
of 624 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Asset Planning,Inc holds $218,323 across 4 Banks - Regional names. FCNCA ranks #3 (9.5% of the industry book) .
All Filings in FCNCA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,807 | 10 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $18,846 | 10 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $38,631 | 18 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $32,204 | 18 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $35,216 | 18 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $33,374 | 18 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $38,034 | 18 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||