Three Magnolias Financial Advisors, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 2056795
WINSTON-SALEM, NC
Position in FCNCA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$208,079
-$6,538 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#485
of 624 holders
Holding Since
Dec 2024
3 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, 2026Three Magnolias Financial Advisors, LLC holds $551,837 across 2 Banks - Regional names. FCNCA ranks #2 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
6,900 | $343,758 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
100 | $208,079 |
All Filings in FCNCA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,079 | 100 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $214,617 | 100 | Shares | Sole | 2026-01-20 | |
| 2024-12-31 | $211,302 | 100 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||