Yoffe Investment Management, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 2056336
LEMOYNE, PA
Position in FCNCA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$266,341
+$25,105 QoQ
Shares Held
128
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#453
of 624 holders
Holding Since
Dec 2024
7 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, 2026Yoffe Investment Management, LLC holds $266,341 across 1 Banks - Regional name. FCNCA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
128 | $266,341 |
All Filings in FCNCA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,341 | 128 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $241,236 | 128 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $274,711 | 128 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $229,012 | 128 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $250,428 | 128 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $237,327 | 128 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $270,466 | 128 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||