Retirement Planning Group

SEC CIK: 0001508195
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

FCNCA holding history

First Citizens Bancshares Inc in every 13F filed by Retirement Planning Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FCNCA overview All 13F holders of FCNCA Full Q2 2026 holdings

Shares (Q2 2026): 758
Value: $1.58M
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of FCNCA by Retirement Planning Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	758	$1.58M	<0.1%	+307+68.1%	Added	Holders
Q1 2026	451	$850.0K	<0.1%	+2+0.4%	Added	Holders
Q4 2025	449	$963.6K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	449	$803.3K	<0.1%	+449	New	Holders