HolderBook

FIRST CTZNS BANCSHARES INC D (FCNCA)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

22
Reporting holders
$173.9M
Reported value
0.0%
Calls
0.0%
Puts
-611
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
REINHART PARTNERS, LLC.$169.4M82,2354.12%32q-2.3%-$4.1M
Gradient Investments LLC$665.4K3230.01%8q+10.6%+$63.9K
Legacy Wealth Asset Management, LLC$453.2K2200.10%4q-1.8%-$8.2K
COLTON GROOME FINANCIAL ADVISORS, LLC$447.1K2170.10%10qHELD
Private Capital Advisors, Inc.$405.9K1970.04%15qHELD
Farther Finance Advisors, LLC$320.3K1550.00%16q-7.2%-$24.8K
GAMMA Investing LLC$315.2K1530.01%12q+3.4%+$10.3K
Cooper Financial Group$269.9K1310.02%8qHELD
Central Pacific Bank - Trust Division$257.5K1250.03%4qHELD
MOODY NATIONAL BANK TRUST DIVISION$253.4K1230.02%11qHELD
DIVERSIFIED MANAGEMENT INC$245.2K1190.04%newNEW
Bank & Trust Co$222.5K1080.14%10qHELD
Wedmont Private Capital$214.9K1040.01%newNEW
Versant Capital Management, Inc$142.2K690.01%32q+1.5%+$2.1K
STEPH & CO$86.5K420.02%5q+61.5%+$33.0K
Paladin Partners, LLC$78.3K380.05%2qHELD
Trust Co$51.5K250.00%8qHELD
MassMutual Private Wealth & Trust, FSB$30.9K150.00%14q-6.2%-$2.1K
CoreCap Advisors, LLC$18.5K90.00%4qHELD
Mn Services Vermogensbeheer B.V.$4.5K2,1650.03%11qHELD
ELEVATION WEALTH PARTNERS, LLC$4.1K20.00%2qHELD
Marquette Asset Management, LLC$2.1K10.00%3qHELD
GILPIN WEALTH MANAGEMENT, LLC$2.1K10.00%newNEW
Polaris Financial Partners$147710.07%newFIRST
CX Institutional$630.00%3qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1113D/AOlivia B. Holding INDIVIDUALwith 4 co-filers8.9%
2026-07-2813G/ABlackRock, Inc.4.7%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-142026-09-11Charter or bylaws amendedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-04Alemany Ellen RDirectorSold2,520$5.2M ×8
2026-08-19Morais Diane E.DirectorBought50$108.4K ×2

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-05-12HOLDING FRANK B JRChairman and CEOSold5,346$10.3M
2026-05-12HOLDING FRANK B JRChairman and CEOBought5,940$10.3M
2026-06-05HOLDING FRANK B JRChairman and CEOBought528$957.5K ×13
2026-06-05HOLDING FRANK B JRChairman and CEOBought335$643.5K ×14
2026-06-04HOLDING FRANK B JRChairman and CEOBought225$394.2K ×13
2026-06-05HOLDING FRANK B JRChairman and CEOBought137$276.6K ×9

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202622$173.9M84,4123440.0%
Q2 2026633$14.8B7,006,916831752131.3%
Q1 2026605$13.4B7,007,863561642151.2%
Q4 2025653$15.8B7,258,708811902071.4%
Q3 2025621$14.1B7,726,561731901901.7%
Q2 2025609$16.1B8,103,396691942071.7%
Q1 2025613$15.6B8,262,436701991862.0%
Q4 2024619$18.3B8,437,195621692192.3%
Q3 2024588$17.0B8,982,052691882022.7%
Q2 2024576$16.0B9,263,723721821942.3%
Q1 2024560$15.5B9,282,260711611921.9%
Q4 2023549$13.0B9,072,784691871521.1%
Q3 2023502$12.5B8,934,620591451741.7%
Q2 2023476$12.0B9,125,8231101191602.3%
Q1 2023414$9.7B9,566,521103951494.2%
Q4 2022396$7.0B9,071,733561041251.9%
Q3 2022372$7.9B9,743,63661901122.2%
Q2 2022344$7.1B10,670,14553112861.1%
Q1 2022355$7.1B10,379,780161132342.1%
Q4 2021242$4.6B5,513,3303260760.3%
Q3 2021215$4.5B5,387,2131642840.0%
Q2 2021218$4.3B5,111,5182672640.0%
Q1 2021213$3.9B4,649,6114149730.0%
Q4 2020198$2.5B4,308,9854845720.0%
Q3 2020176$1.3B3,934,8002741680.0%
Q2 2020164$1.7B4,170,0222235700.0%
Q1 2020162$1.5B4,459,3011648590.0%
Q4 2019186$2.6B4,916,5972944660.0%
Q3 2019176$2.3B4,916,8982551470.0%
Q2 2019167$2.3B5,023,4591044700.0%
Q1 2019176$2.1B5,152,8861656580.0%
Q4 2018182$2.1B5,488,0883310.0%