Alteri Wealth LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 2054980
WESTLAKE VILLAGE, CA
Position in FCNCA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$203,917
-$113,717 QoQ
Shares Held
98
-33.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#496
of 624 holders
Holding Since
Jun 2025
4 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, 2026Alteri Wealth LLC holds $1,588,059 across 4 Banks - Regional names. FCNCA ranks #4 (12.8% of the industry book) .
All Filings in FCNCA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,917 | 98 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $317,634 | 148 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $275,530 | 154 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $289,557 | 148 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||