19 institutions reported holding $182.6M of FIRST CTZNS BANCSHARES INC D (FCNCA) in SEC 13F filings for 2026-06-30. Largest institutional holders: REINHART PARTNERS, LLC. ($175.3M), Trust Co of the South ($2.0M), PensionDanmark Pensionsforsikringsaktieselskab ($1.7M), Assenagon Asset Management S.A. ($1.2M), Gradient Investments LLC ($607,591). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | REINHART PARTNERS, LLC. | $175.3M | 84,206 | Added |
| 2 | Trust Co of the South | $2.0M | 947 | Hold |
| 3 | PensionDanmark Pensionsforsikringsaktieselskab | $1.7M | 830 | New |
| 4 | Assenagon Asset Management S.A. | $1.2M | 569 | Trimmed |
| 5 | Gradient Investments LLC | $607,591 | 292 | Trimmed |
| 6 | GAMMA Investing LLC | $307,957 | 148 | Added |
| 7 | Quantum Financial Advisors, LLC | $274,664 | 132 | Added |
| 8 | Cooper Financial Group | $272,583 | 131 | Added |
| 9 | Central Pacific Bank - Trust Division | $260,099 | 125 | Hold |
| 10 | MOODY NATIONAL BANK TRUST DIVISION | $255,937 | 123 | Hold |
| 11 | Balefire, LLC | $222,645 | 107 | New |
| 12 | Versant Capital Management, Inc | $141,494 | 68 | Added |
| 13 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $41,616 | 20 | Trimmed |
| 14 | MassMutual Private Wealth & Trust, FSB | $33,293 | 16 | Trimmed |
| 15 | HARBOR INVESTMENT ADVISORY, LLC | $31,212 | 15 | Hold |
| 16 | Beacon Financial Strategies CORP | $20,808 | 10 | Hold |
| 17 | CoreCap Advisors, LLC | $18,727 | 9 | Hold |
| 18 | CX Institutional | $6,000 | 3 | Hold |
| 19 | ELEVATION WEALTH PARTNERS, LLC | $4,162 | 2 | New |
Source: SEC Form 13F filings · as of 2026-06-30