Skip to content
Disclosery

FCNCA FIRST CTZNS BANCSHARES INC D

Follow

Stock (common), issuer CIK 798941

600 managers (614 13F filers) reported a position in FCNCA shares at 2025-03-31, 8,264,303 shares in all. 69 filers opened a position and 71 filers sold out during the quarter.

Managers
600
13F filers
614
New
69
Added
214
Reduced
198
Sold out
71
Shares held by filers
8,264,303

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SHEETS SMITH WEALTH MANAGEMENT1,447$2.68M0.33%013F-HRTimeline
LEUTHOLD GROUP, LLC1,444$2.68M0.35%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,440$2.67M0.01%+14013F-HRTimelineGroup
Waverly Advisors, LLC1,428$2.65M0.03%013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS1,425$2.64M0.01%new13F-HRTimeline
Delta Global Management LP1,402$2.6M0.19%new13F-HRTimeline
Bridgewater Associates, LP1,401$2.6M0.01%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC1,378$2.55M0.3%-36313F-HRTimelineGroup
Creative Planningin group Creative Planning1,279$2.37M<0.01%+4613F-HRTimelineGroup
EP Wealth Advisors, LLC1,240$2.3M0.02%+2713F-HRTimeline
44 WEALTH MANAGEMENT LLC1,235$2.29M0.86%-2013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,223$2.27M<0.01%-5113F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…1,219$2.26M0.06%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC1,208$2.24M0.01%-913F-HRTimeline
Schonfeld Strategic Advisors LLC1,202$2.23M0.01%-1,94713F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN1,185$2.2M0.01%-3113F-HRTimeline
JT Stratford LLC1,185$2.2M0.39%-6213F-HRTimeline
Independent Advisor Alliance1,144$2.12M0.07%-1413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,135$2.11M0.06%new13F-HRTimeline
Mraz, Amerine & Associates, Inc.1,138$2.09M0.36%-713F-HR/ATimeline
Kentucky Retirement Systemsgroup of 2 filers holding1,119$2.07MnewTimeline
Sabal Trust CO1,118$2.07M0.12%-113F-HRTimeline
Summit X, LLC1,116$2.07M0.44%-3613F-HRTimeline
TWO SIGMA SECURITIES, LLC1,113$2.06M0.32%+96713F-HRTimeline
WEDBUSH SECURITIES INC1,109$2.06M0.08%+113F-HRTimeline
XPONANCE LLC1,086$2.01M0.02%-3313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,077$2M0.01%013F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…1,060$1.97M0.6%-4013F-HRTimeline
DekaBank Deutsche Girozentrale1,081$1.96M<0.01%-1313F-HRTimeline
Engineers Gate Manager LP1,058$1.96M0.03%+51513F-HRTimeline
Ethic Inc.1,074$1.96M0.04%+10013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,043$1.93M<0.01%-22813F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC1,042$1.93M<0.01%+78813F-HR/ATimelineGroup
OP Asset Management Ltd1,042$1.93M0.03%13F-HR/ATimeline
Clearstead Advisors, LLC1,033$1.92M0.03%-1213F-HRTimeline
Laurion Capital Management LP1,033$1.92M0.15%+4713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…1,016$1.88M0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,008$1.87M0.05%+2013F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,003$1.86M0.06%+313F-HRTimeline
Ulysses Management LLC1,000$1.85M0.47%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,000$1.85M0.53%013F-HRTimeline
De Lisle Partners LLP1,000$1.85M0.31%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…998$1.85M0.01%+13013F-HRTimelineGroup
DIVERSIFIED TRUST CO977$1.81M0.04%-12513F-HRTimeline
BLAIR WILLIAM & CO/IL965$1.79M0.01%-1513F-HRTimeline
Trust Co of the South947$1.76M0.37%013F-HRTimeline
1832 Asset Management L.P.937$1.74M<0.01%+9813F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…933$1.73M0.02%-613F-HRTimelineGroup
Illinois Municipal Retirement Fund919$1.7M0.02%013F-HRTimeline
HB Wealth Management, LLC903$1.67M0.01%+70413F-HRTimeline
Freemont Management S.A.900$1.67M0.66%-10013F-HRTimeline
Western Wealth Management, LLC887$1.64M0.11%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\866$1.61M<0.01%+12113F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC854$1.58M0.02%-19013F-HRTimeline
Midwest Professional Planners, LTD.844$1.56M0.49%+1013F-HRTimeline
Vest Financial, LLC840$1.56M0.02%new13F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …855$1.55M<0.01%-3,21513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC819$1.52M<0.01%+13313F-HRTimeline
Quantinno Capital Management LP811$1.5M0.01%+30313F-HRTimeline
Solidarity Wealth, LLC802$1.49M0.37%+213F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP800$1.48M0.3%new13F-HR/ATimeline
Semanteon Capital Management, LP794$1.47M0.8%new13F-HRTimeline
GREAT LAKES ADVISORS, LLC779$1.44M0.01%-213F-HRTimeline
OneDigital Investment Advisors LLC777$1.44M0.02%-4413F-HRTimeline
Smith Salley Wealth Management757$1.4M0.09%-313F-HRTimeline
Mariner, LLCin group Mariner, LLC746$1.38M<0.01%-44513F-HRTimelineGroup
SkyView Investment Advisors, LLC746$1.38M0.21%+213F-HRTimeline
Sanctuary Advisors, LLC732$1.36M0.01%-1,57713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC731$1.36M<0.01%+17613F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC725$1.34M0.05%+13213F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …717$1.33M<0.01%new13F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC708$1.31M1.12%013F-HRTimeline
Cook Wealth, LLC698$1.24M0.6%-213F-HRTimeline
Impact Investors, Inc657$1.22M0.95%-1313F-HRTimeline
Princeton Global Asset Management LLC650$1.21M0.24%+3213F-HRTimeline
SYNOVUS FINANCIAL CORP650$1.21M0.02%-7013F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding650$1.21M+51Timeline
Sterling Capital Management LLC639$1.18M0.02%-7113F-HRTimeline
Hunting Hill Global Capital, LLC636$1.18M1.49%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson639$1.17M<0.01%013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp632$1.17M<0.01%+813F-HRTimelineGroup
MACKENZIE FINANCIAL CORP622$1.15M<0.01%+29913F-HRTimeline
Financial Security Advisor, Inc.612$1.13M0.29%+113F-HRTimeline
AMALGAMATED BANK610$1.13M0.01%-813F-HRTimeline
Avantra Family Wealth, Inc.607$1.13M1.08%+1013F-HRTimeline
HOLDERNESS INVESTMENTS CO606$1.12M0.26%-3213F-HRTimeline
MBL Wealth, LLC602$1.12M0.11%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…602$1.12M0.04%-113F-HRTimelineGroup
PMC FIG Opportunities LLC600$1.11M2.72%-79513F-HRTimeline
Angel Oak Capital Advisors, LLC590$1.09M1.46%+20013F-HRTimeline
Gulf International Bank (UK) Ltd583$1.08M0.04%-26113F-HRTimeline
STRS OHIO579$1.07M<0.01%+813F-HRTimeline
CIBC Asset Management Inc573$1.06M<0.01%+2413F-HRTimeline
Cynosure Group, LLC568$1.05M0.15%+13813F-HRTimeline
Nicholas Investment Partners, LP567$1.05M0.11%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…560$1.04M<0.01%+2613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC551$1.02M0.01%+5713F-HRTimelineGroup
PHYSICIANS FINANCIAL SERVICES, INC.550$1.02M0.32%013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP550$1.01M<0.01%+30313F-HR/ATimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP545$1M<0.01%+8313F-HRTimeline
Driehaus Capital Management LLC539$999K0.01%-12213F-HRTimeline
Maryland State Retirement & Pension Sys…539$999K0.02%-10113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC531$985K<0.01%+11413F-HRTimelineGroup
Mill Capital Management, LLC525$973K0.08%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE520$964K<0.01%+14213F-HRTimelineGroup
Investment Management Corp of Ontario520$964K0.02%-44613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.516$957K<0.01%-10913F-HRTimelineGroup
Generali Asset Management SPA SGR515$955K0.02%new13F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC508$942K0.17%+3013F-HRTimeline
MAYPORT, LLC499$925K0.26%-5413F-HRTimeline
Whitener Capital Management, Inc.495$918K0.26%013F-HRTimeline
Sowell Financial Services LLC490$908K0.04%new13F-HRTimeline
Pettinga Financial Advisors LLC485$899K0.21%013F-HRTimeline
Candriam S.C.A.479$888K0.01%-4913F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…476$883K0.03%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC475$881K0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd475$881K0.05%+23913F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD474$879K<0.01%013F-HR/ATimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…471$873K<0.01%-46413F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.469$870K0.06%+46513F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP469$870K0.03%+17013F-HRTimelineGroup
HighTower Advisors, LLC463$859K<0.01%+12613F-HRTimeline
Edgestream Partners, L.P.463$858K0.03%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC463$858K0.03%+30213F-HRTimeline
MRP Capital Investments, LLC453$840K0.78%-2013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS454$839K0.05%13F-HRTimeline
AVIVA PLCin group AVIVA PLC450$834K<0.01%-1313F-HRTimelineGroup
EMERALD ADVISERS, LLCgroup of 2 filers holding449$832K-11Timeline
AXA S.A.in group AXA S.A.443$821K<0.01%new13F-HRTimelineGroup
CIBC WORLD MARKETS CORP443$821K0.01%-1413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD442$820K0.02%+9713F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV439$814K0.45%013F-HRTimeline
GREENLEAF TRUST436$808K0.01%+213F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC429$795K0.01%+2013F-HRTimelineGroup
Old North State Trust, LLC371$784K0.5%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC410$760K0.01%+1913F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC405$751K0.01%013F-HRTimeline
Empowered Funds, LLC392$727K0.01%+16413F-HRTimeline
MARATHON CAPITAL MANAGEMENT385$714K0.19%+2013F-HRTimeline
Malaga Cove Capital, LLC385$714K0.31%new13F-HRTimeline
Cambria Investment Management, L.P.381$706K0.05%+15313F-HRTimeline
Pekin Hardy Strauss, Inc.379$703K0.09%-4513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC379$703K0.01%013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC376$697K0.03%-5213F-HRTimeline
Callan Family Office, LLC376$697K0.05%-713F-HRTimeline
Caprock Group, LLC373$692K0.02%-10013F-HRTimeline
DOVER ADVISORS, LLC368$682K0.3%new13F-HRTimeline
OMERS ADMINISTRATION Corp363$673K0.01%-5913F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.362$671K0.02%013F-HRTimelineGroup
Persistent Asset Partners Ltd360$667K0.59%-63413F-HRTimeline
WealthShield Partners, LLC359$666K0.09%+1113F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …353$654K<0.01%+1013F-HRTimelineGroup
CIBC WORLD MARKET INC.349$647K<0.01%-3113F-HRTimeline
&PARTNERS348$639K0.01%+13313F-HRTimeline
Applied Finance Capital Management, LLC336$623K0.05%013F-HRTimeline
Peterson Wealth Services328$609K0.19%-25213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV325$603K0.05%+413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP323$599K0.01%013F-HRTimelineGroup
DRW Securities, LLC317$588K0.05%new13F-HRTimeline
Covey Capital Advisors, LLC315$584K0.67%013F-HRTimeline
Summit Trail Advisors, LLC310$574K0.02%+6913F-HRTimeline
Marmo Financial Group, LLC307$570K0.31%013F-HRTimeline
Atria Investments, Inc304$563K0.01%+3413F-HRTimeline
D.A. DAVIDSON & CO.303$562K<0.01%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC300$556K0.15%013F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC300$556K0.45%+20013F-HR/ATimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC300$556K0.04%-1013F-HRTimeline
First Bank & Trust286$530K0.1%+1313F-HRTimeline
SHELL ASSET MANAGEMENT CO284$527K0.03%-213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding283$525K-30Timeline
Triangle Securities Wealth Management282$523K0.13%+4513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INDEPENDENT FINANCIAL GROUP, LLC280$519K0.02%-35013F-HRTimeline
GARDA CAPITAL PARTNERS LP279$517K0.29%new13F-HRTimeline
SHERBROOKE PARK ADVISERS LLC274$508K0.24%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT273$506K0.02%-613F-HRTimeline
BURNEY CO/267$495K0.02%-2113F-HRTimeline
Stonegate Investment Group, LLC267$495K0.01%-1213F-HRTimeline
Rakuten Investment Management, Inc.269$494K<0.01%13F-HRTimeline
Graham Capital Management, L.P.265$491K0.02%-5013F-HRTimeline
Hedeker Wealth, LLC264$489K0.13%+7713F-HRTimeline
Founders Financial Alliance, LLC262$486K0.12%+15013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC260$482K0.01%-313F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A260$482K<0.01%-8013F-HRTimelineGroup
NewEdge Advisors, LLC253$470K<0.01%-9513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC248$460K0.1%-113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV247$459K<0.01%+2813F-HRTimeline
Quent Capital, LLC247$457K0.05%-113F-HRTimeline
IEQ CAPITAL, LLC244$452K<0.01%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC243$451K<0.01%+6713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth241$447K<0.01%+213F-HR/ATimelineGroup
FOX RUN MANAGEMENT, L.L.C.239$443K0.07%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC237$439K0.04%new13F-HR/ATimeline
Farther Finance Advisors, LLC240$438K0.01%+2813F-HRTimeline
Aptus Capital Advisors, LLC236$438K<0.01%-413F-HRTimeline
Advisory Services Network, LLC232$430K0.01%+513F-HRTimeline
Greenwich Wealth Management LLC230$427K0.03%-513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.229$425K<0.01%+2613F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…226$419K0.01%+3813F-HR/ATimelineGroup
SIGNATUREFD, LLC221$410K0.01%-713F-HRTimeline
Venturi Wealth Management, LLC221$410K0.02%+813F-HRTimeline