JONES FINANCIAL COMPANIES LLLP
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 815917
DES PERES, MO
Position in FCNCA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,787,644
+$6,160,787 QoQ
Shares Held
19,602
+6.7% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#46
of 624 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $1,476,273,582 across 221 Banks - Regional names. FCNCA ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWG |
NatWest Group plc
|
12,497,549 | $220,331,788 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
16,833,587 | $161,265,762 | |
| 3 | USB |
US Bancorp De
|
2,068,489 | $124,936,735 | |
| 4 | TFC |
Truist Financial Corp
|
2,329,997 | $116,080,449 | |
| 5 | HDB |
Hdfc Bank Ltd
|
4,305,287 | $111,205,562 | |
| 6 | MTB |
M&T Bank Corp
|
252,660 | $60,135,605 | |
| 7 | BBD |
Bank Bradesco
|
17,095,421 | $59,321,110 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
798,677 | $55,963,296 |
All Filings in FCNCA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,787,644 | 19,602 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $34,626,857 | 18,373 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,064,504 | 496 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $882,055 | 493 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $714,111 | 365 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,019,766 | 550 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $521,915 | 247 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $384,758 | 209 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $200,349 | 119 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,810 | 6 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,675 | 4 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,760 | 2 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $10,704 | 11 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $758 | 1 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||