FIRST CITIZENS BANCSHARES INC /DE/ (FCNCA) — Institutional Holders, Q2 2026 (page 6)
635 institutional investment managers reported a FCNCA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $13.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FCNCA 13F holders ranked 501–600 of 635
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Alteri Wealth#501 · 98 sh | 98 | $203.9K | 0.06% | New |
| 502 | PENNINGTON PARTNERS#502 · 96 sh | 96 | $200.6K | 0.06% | New |
| 503 | HBK Sorce Advisory#503 · 90 sh | 90 | $200.4K | <0.01% | New |
| 504 | Axxion S.A.#504 · 93 sh | 93 | $193.5K | — | — |
| 505 | Ronald Blue#505 · 87 sh | 87 | $181.0K | — | +117.5% |
| 506 | OSSIAM#506 · 86 sh | 86 | $178.9K | <0.01% | +1.2% |
| 507 | Allworth Financial#507 · 83 sh | 83 | $173.1K | <0.01% | 0.0% |
| 508 | CALDWELL SUTTER CAPITAL#508 · 80 sh | 80 | $166.5K | 0.06% | +23.1% |
| 509 | Versant Capital Management#509 · 68 sh | 68 | $141.5K | — | +78.9% |
| 510 | LRI Investments#510 · 67 sh | 67 | $140.1K | 0.01% | -2.9% |
| 511 | Smartleaf Asset Management#511 · 66 sh | 66 | $137.5K | <0.01% | 0.0% |
| 512 | Accent Capital Management#512 · 64 sh | 64 | $133.2K | 0.06% | New |
| 513 | North Star Investment Management#513 · 60 sh | 60 | $125.9K | <0.01% | -1.6% |
| 514 | Community Bank, N.A.#514 · 59 sh | 59 | $122.8K | 0.01% | +90.3% |
| 515 | FIL Ltd#515 · 52 sh | 52 | $108.2K | <0.01% | -10.3% |
| 516 | Golden State Wealth Management#516 · 48 sh | 48 | $100.2K | <0.01% | -5.9% |
| 517 | Cape Investment Advisory#517 · 47 sh | 47 | $97.8K | — | New |
| 518 | HARBOUR INVESTMENTS#518 · 46 sh | 46 | $96.2K | <0.01% | 0.0% |
| 519 | EverSource Wealth Advisors#519 · 45 sh | 45 | $93.6K | <0.01% | -98.5% |
| 520 | CoreFirst Bank#520 · 42 sh | 42 | $87.4K | 0.04% | +7.7% |
| 521 | CARY STREET PARTNERS INVESTMENT ADVISORY#521 · 38 sh | 38 | $79.1K | 0.02% | +5.6% |
| 522 | Paladin Partners#522 · 38 sh | 38 | $79.1K | — | 0.0% |
| 523 | Parkside Financial Bank#523 · 36 sh | 36 | $74.9K | — | +80.0% |
| 524 | Newbridge Financial Services Group#524 · 36 sh | 36 | $74.9K | — | +5.9% |
| 525 | Covestor Ltd#525 · 30 sh | 30 | $63.0K | 0.04% | +233.3% |
| 526 | Ares Financial Consulting#526 · 30 sh | 30 | $62.4K | — | 0.0% |
| 527 | Deseret Mutual Benefit Administrators#527 · 26 sh | 26 | $54.1K | 0.02% | 0.0% |
| 528 | STEPHENSON NATIONAL BANK#528 · 26 sh | 26 | $54.1K | — | -27.8% |
| 529 | Transamerica Financial Advisors#529 · 25 sh | 25 | $52.1K | <0.01% | +4.2% |
| 530 | Trust Co#530 · 25 sh | 25 | $52.0K | — | 0.0% |
| 531 | EFG International AG#531 · 25 sh | 25 | $52.0K | <0.01% | +25.0% |
| 532 | DUNCKER STREETT#532 · 23 sh | 23 | $47.9K | <0.01% | +35.3% |
| 533 | Pinnacle Wealth Planning Services#533 · 21 sh | 21 | $43.7K | <0.01% | +16.7% |
| 534 | Quarry#534 · 21 sh | 21 | $43.7K | <0.01% | New |
| 535 | BEACON INVESTMENT ADVISORY SERVICES#535 · 20 sh | 20 | $41.6K | — | -13.0% |
| 536 | Vision Retirement#536 · 19 sh | 19 | $39.8K | <0.01% | 0.0% |
| 537 | Mirae Asset Global Investments , Ltd.#537 · 18 sh | 18 | $37.5K | <0.01% | -10.0% |
| 538 | MassMutual Private Wealth & , FSB#538 · 16 sh | 16 | $33.3K | — | -23.8% |
| 539 | Integrated Wealth Concepts#539 · 15 sh | 15 | $31.3K | <0.01% | New |
| 540 | HARBOR INVESTMENT ADVISORY#540 · 15 sh | 15 | $31.2K | — | 0.0% |
| 541 | CVA Family Office#541 · 15 sh | 15 | $31.2K | <0.01% | +36.4% |
| 542 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#542 · 15 sh | 15 | $31.2K | <0.01% | 0.0% |
| 543 | PFS Partners#543 · 13 sh | 13 | $27.5K | — | 0.0% |
| 544 | MATHER GROUP#544 · 13 sh | 13 | $27.1K | — | 0.0% |
| 545 | Silver Grove Financial Group#545 · 13 sh | 13 | $27.1K | 0.01% | New |
| 546 | Hilton Head Capital Partners#546 · 12 sh | 12 | $25.0K | — | 0.0% |
| 547 | PlanVest Financial#547 · 12 sh | 12 | $25.0K | 0.02% | New |
| 548 | Global Retirement Partners#548 · 11 sh | 11 | $22.9K | <0.01% | — |
| 549 | ROTHSCHILD INVESTMENT#549 · 11 sh | 11 | $22.9K | <0.01% | +37.5% |
| 550 | HUNTINGTON NATIONAL BANK#550 · 10 sh | 10 | $20.8K | <0.01% | 0.0% |
| 551 | PRIVATE NA#551 · 10 sh | 10 | $20.8K | — | 0.0% |
| 552 | JFS WEALTH ADVISORS#552 · 10 sh | 10 | $20.8K | <0.01% | 0.0% |
| 553 | Asset Planning#553 · 10 sh | 10 | $20.8K | — | 0.0% |
| 554 | Beacon Financial Strategies#554 · 10 sh | 10 | $20.8K | — | 0.0% |
| 555 | Keating Financial Advisory Services#555 · 10 sh | 10 | $20.8K | <0.01% | +42.9% |
| 556 | THOMPSON INVESTMENT MANAGEMENT#556 · 1,000 sh | 1,000 | $19.9K | — | 0.0% |
| 557 | Private Wealth Management Group#557 · 9 sh | 9 | $18.7K | — | -10.0% |
| 558 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#558 · 9 sh | 9 | $18.7K | <0.01% | +12.5% |
| 559 | Continuum Advisory#559 · 9 sh | 9 | $18.7K | <0.01% | New |
| 560 | CoreCap Advisors#560 · 9 sh | 9 | $18.7K | — | 0.0% |
| 561 | MRP Capital Investments#561 · 8 sh | 8 | $16.6K | 0.01% | 0.0% |
| 562 | FIRST HORIZON NATIONAL#562 · 8 sh | 8 | $16.6K | — | 0.0% |
| 563 | Byrne Asset Management#563 · 8 sh | 8 | $14.8K | — | 0.0% |
| 564 | Larson Financial Group#564 · 7 sh | 7 | $14.6K | <0.01% | 0.0% |
| 565 | JPL Wealth Management#565 · 7 sh | 7 | $14.6K | <0.01% | 0.0% |
| 566 | Caitlin John#566 · 7 sh | 7 | $14.6K | <0.01% | 0.0% |
| 567 | 1015 Capital Partners#567 · 7 sh | 7 | $14.6K | 0.01% | 0.0% |
| 568 | Salomon & Ludwin#568 · 6 sh | 6 | $12.7K | <0.01% | 0.0% |
| 569 | ACTION POINT FINANCIAL PLANNING#569 · 6 sh | 6 | $12.5K | <0.01% | New |
| 570 | OF VERMONT#570 · 6 sh | 6 | $12.5K | — | — |
| 571 | IFG Advisory#571 · 6 sh | 6 | $12.5K | <0.01% | New |
| 572 | Bell Investment Advisors#572 · 6 sh | 6 | $12.5K | <0.01% | 0.0% |
| 573 | SJS Investment Consulting#573 · 6 sh | 6 | $12.5K | — | +100.0% |
| 574 | Fortitude Family Office#574 · 6 sh | 6 | $12.5K | — | +20.0% |
| 575 | Owl Creek Wealth Partners#575 · 6 sh | 6 | $12.5K | — | 0.0% |
| 576 | OGOREK ANTHONY JOSEPH /NY#576 · 6 sh | 6 | $11.0K | <0.01% | 0.0% |
| 577 | Basepoint Wealth#577 · 5 sh | 5 | $10.5K | <0.01% | 0.0% |
| 578 | CULLEN/FROST BANKERS#578 · 5 sh | 5 | $10.5K | <0.01% | 0.0% |
| 579 | Geneos Wealth Management#579 · 5 sh | 5 | $10.4K | <0.01% | 0.0% |
| 580 | Princeton Global Asset Management#580 · 5 sh | 5 | $10.4K | — | -87.2% |
| 581 | Key FInancial#581 · 5 sh | 5 | $10.4K | <0.01% | 0.0% |
| 582 | Ritter Daniher Financial Advisory / DE#582 · 5 sh | 5 | $10.4K | <0.01% | 0.0% |
| 583 | Persistent Asset Partners Ltd#583 · 5 sh | 5 | $10.4K | <0.01% | New |
| 584 | Bravera Wealth#584 · 5 sh | 5 | $10.4K | <0.01% | 0.0% |
| 585 | Institute for Wealth Management#585 · 4 sh | 4 | $8.3K | <0.01% | New |
| 586 | SHP Wealth Management#586 · 4 sh | 4 | $8.3K | <0.01% | +100.0% |
| 587 | Vanguard National#587 · 4 sh | 4 | $8.3K | <0.01% | New |
| 588 | WPG Advisers#588 · 4 sh | 4 | $8.3K | <0.01% | 0.0% |
| 589 | Manchester Capital Management#589 · 3 sh | 3 | $6.2K | — | 0.0% |
| 590 | SITTNER & NELSON#590 · 3 sh | 3 | $6.2K | <0.01% | 0.0% |
| 591 | Sachetta#591 · 3 sh | 3 | $6.2K | <0.01% | +50.0% |
| 592 | Leonteq Securities AG#592 · 3 sh | 3 | $6.2K | <0.01% | 0.0% |
| 593 | Pinnacle Bancorp#593 · 3 sh | 3 | $6.2K | — | -25.0% |
| 594 | Cromwell#594 · 3 sh | 3 | $6.2K | <0.01% | +50.0% |
| 595 | Park Place Capital#595 · 3 sh | 3 | $6.2K | <0.01% | 0.0% |
| 596 | Bruce G. Allen Investments#596 · 3 sh | 3 | $6.2K | <0.01% | 0.0% |
| 597 | Hara Capital#597 · 3 sh | 3 | $6.2K | <0.01% | -57.1% |
| 598 | Fairman Group#598 · 3 sh | 3 | $6.2K | — | 0.0% |
| 599 | Hughes Financial Services#599 · 3 sh | 3 | $6.2K | <0.01% | +200.0% |
| 600 | Benson Wealth Management#600 · 3 sh | 3 | $6.2K | <0.01% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.