WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 771118
BERMUDA RUN, NC
Position in FCNCA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$299,633
+$28,242 QoQ
Shares Held
144
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#439
of 625 holders
Holding Since
Dec 2023
11 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, 2026WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV holds $1,153,348 across 2 Banks - Regional names. FCNCA ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
17,136 | $853,715 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
144 | $299,633 |
All Filings in FCNCA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,633 | 144 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $271,391 | 144 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $309,049 | 144 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $257,639 | 144 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $281,731 | 144 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $266,993 | 144 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $304,274 | 144 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $265,096 | 144 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $242,439 | 144 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $235,440 | 144 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $204,331 | 144 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||