Clearstead Advisors, LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 842775
CLEVELAND, OH
Position in FCNCA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,201,475
+$663,593 QoQ
Shares Held
1,058
+29.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#228
of 625 holders
Holding Since
Mar 2021
18 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, 2026Clearstead Advisors, LLC holds $67,000,269 across 194 Banks - Regional names. FCNCA ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
895,538 | $20,642,150 | |
| 2 | TFC |
Truist Financial Corp
|
148,625 | $7,404,497 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
27,966 | $6,885,788 | |
| 4 | FITB |
Fifth Third Bancorp
|
114,584 | $6,459,100 | |
| 5 | TFSL |
TFS Financial CORP
|
238,605 | $4,228,080 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
213,052 | $3,777,411 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
1,058 | $2,201,475 | |
| 8 | FMNB |
Farmers National Banc Corp /Oh/
|
105,002 | $1,533,029 |
All Filings in FCNCA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,201,475 | 1,058 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,537,882 | 816 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,721,236 | 802 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,470,689 | 822 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,021,033 | 1,033 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,915,305 | 1,033 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,208,105 | 1,045 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,923,792 | 1,045 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,759,372 | 1,045 | Shares | Sole | 2024-08-12 | |
| 2023-06-30 | $47,487 | 37 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $23,354 | 24 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $24,267 | 32 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $25,517 | 32 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $20,920 | 32 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,299 | 32 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $843 | 1 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $832 | 1 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $835 | 1 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||