INDEPENDENT FINANCIAL GROUP, LLC

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 275484 SAN DIEGO, CA

Position in FCNCA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$582,621

+$54,917 QoQ

Shares Held

280

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#354

of 624 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $6,408,750 across 9 Banks - Regional names. FCNCA ranks #6 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	5,824	$1,433,985
2	WAL	Western Alliance Bancorporation	15,595	$1,281,909
3	CFG	Citizens Financial Group Inc/Ri	14,743	$1,033,042
4	USB	US Bancorp De	13,064	$789,065
5	MTB	M&T Bank Corp	2,536	$603,593
6	FCNCA	First Citizens Bancshares Inc /De/ This page	280	$582,621
7	COLB	Columbia Banking System, Inc.	7,760	$248,708
8	EWBC	East West Bancorp Inc	1,733	$223,712

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$582,621	280	0.0%	Shares	Sole	2026-07-15
2026-03-31	$527,704	280	0.0%	Shares	Sole	2026-05-15
2025-12-31	$600,930	280	0.0%	Shares	Sole	2026-05-15
2025-09-30	$500,964	280	0.0%	Shares	Sole	2026-05-15
2025-06-30	$547,811	280	0.0%	Shares	Sole	2026-05-15
2025-03-31	$519,153	280	-55.6%	Shares	Sole	2026-05-19
2024-12-31	$1,331,202	630	-20.3%	Shares	Sole	2026-06-12
2024-09-30	$1,454,350	790	-0.6%	Shares	Sole	2026-06-12
2024-06-30	$1,338,469	795	-5.9%	Shares	Sole	2026-06-12
2024-03-31	$1,381,575	845	+4.2%	Shares	Sole	2026-06-12
2023-12-31	$1,150,784	811	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.