CALDWELL SUTTER CAPITAL, INC.
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 702007
SAUSALITO, CA
Position in FCNCA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$166,463
+$43,961 QoQ
Shares Held
80
+23.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#503
of 624 holders
Holding Since
Dec 2022
15 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $32,615,004 across 50 Banks - Regional names. FCNCA ranks #29 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLBC |
Plumas Bancorp
|
106,283 | $6,211,178 | |
| 2 | PKBK |
Parke Bancorp, Inc.
|
91,336 | $3,028,701 | |
| 3 | BCML |
BayCom Corp
|
80,010 | $2,632,329 | |
| 4 | FSUN |
Firstsun Capital Bancorp
|
60,912 | $2,362,167 | |
| 5 | CWBC |
Community West Bancshares
|
78,625 | $2,111,867 | |
| 6 | INBK |
First Internet Bancorp
|
74,899 | $2,082,192 | |
| 7 | BANR |
Banner Corp
|
26,074 | $1,732,356 | |
| 8 | MCHB |
Mechanics Bancorp
|
103,285 | $1,642,231 |
All Filings in FCNCA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,463 | 80 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $122,502 | 65 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,461 | 10 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $17,891 | 10 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $19,564 | 10 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $18,541 | 10 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $21,130 | 10 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $18,409 | 10 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $16,836 | 10 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $16,350 | 10 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $14,189 | 10 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $13,801 | 10 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $12,834 | 10 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $9,731 | 10 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,583 | 10 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||