AFFINITY WEALTH MANAGEMENT LLC

Position in FCNCA — First Citizens Bancshares Inc /De/

CIK 810672 WILMINGTON, DE

Position in FCNCA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,140,272

+$133,864 QoQ

Shares Held

548

+2.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#287

of 624 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AFFINITY WEALTH MANAGEMENT LLC holds $2,766,467 across 5 Banks - Regional names. FCNCA ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCNCA	First Citizens Bancshares Inc /De/ This page	548	$1,140,272
2	PNC	Pnc Financial Services Group, Inc.	3,215	$791,597
3	WSFS	Wsfs Financial Corp	4,450	$341,448
4	FHN	First Horizon Corp	11,427	$292,988
5	VLY	Valley National Bancorp	13,663	$200,162

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,140,272	548	+2.6%	Shares	Sole	2026-07-22
2026-03-31	$1,006,408	534	-0.2%	Shares	Sole	2026-04-10
2025-12-31	$1,148,206	535	-0.4%	Shares	Sole	2026-01-15
2025-09-30	$960,778	537	+6.3%	Shares	Sole	2025-11-06
2025-06-30	$988,017	505	-0.6%	Shares	Sole	2025-07-15
2025-03-31	$941,892	508	+6.3%	Shares	Sole	2025-04-11
2024-12-31	$1,010,023	478	+6.7%	Shares	Sole	2025-01-21
2024-09-30	$824,745	448	+116.4%	Shares	Sole	2024-10-11
2024-06-30	$348,507	207	+1.0%	Shares	Sole	2024-07-31
2024-03-31	$335,175	205	0.0%	Shares	Sole	2024-04-18
2023-12-31	$290,888	205	0.0%	Shares	Sole	2024-01-11
2023-09-30	$282,920	205	+1.0%	Shares	Sole	2023-10-24
2023-06-30	$260,540	203	-42.3%	Shares	Sole	2023-08-14
2022-12-31	$266,942	352	-2.5%	Shares	Sole	2023-02-09
2022-09-30	$287,872	361	+2.0%	Shares	Sole	2022-11-14
2022-06-30	$231,438	354	+1.1%	Shares	Sole	2022-08-15
2022-03-31	$232,960	350	-13.8%	Shares	Sole	2022-05-12
2021-12-31	$336,915	406	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.