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Livermore
Livermore
ZHEN

Triangle Securities Wealth Management

SEC CIK
0001541353
Latest filing
Jul 14, 2026

FCNCA holding history

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

FCNCA overviewAll 13F holders of FCNCAFull Q2 2026 holdings

Shares (Q2 2026)
628
Value
$1.31M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of FCNCA by Triangle Securities Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026628$1.31M0.3%+19+3.1%AddedHolders
Q1 2026609$1.15M0.3%+2+0.3%AddedHolders
Q4 2025607$1.30M0.3%−8−1.3%ReducedHolders
Q3 2025615$1.10M0.2%−2−0.3%ReducedHolders
Q2 2025617$1.21M0.3%+335+118.8%AddedHolders
Q1 2025282$522.9K0.1%+45+19.0%AddedHolders
Q4 2024237$500.8K0.1%00.0%UnchangedHolders
Q3 2024237$436.3K0.1%00.0%UnchangedHolders
Q2 2024237$399.0K0.1%00.0%UnchangedHolders
Q1 2024237$387.5K0.1%−4−1.7%ReducedHolders
Q4 2023241$342.0K0.1%00.0%UnchangedHolders
Q3 2023241$332.6K0.1%+27+12.6%AddedHolders
Q2 2023214$274.7K0.1%−220−50.7%ReducedHolders
Q1 2023434$422.3K0.2%00.0%UnchangedHolders
Q4 2022434$329.1K0.1%00.0%UnchangedHolders
Q3 2022434$346.0K0.1%−10−2.3%ReducedHolders
Q2 2022444$290.0K0.1%+20+4.7%AddedHolders
Q1 2022424$282.0K0.1%−61−12.6%ReducedHolders
Q4 2021485$402.0K0.1%−20−4.0%ReducedHolders
Q3 2021505$426.0K0.1%−25−4.7%ReducedHolders
Q2 2021530$441.0K0.1%−45−7.8%ReducedHolders
Q1 2021575$481.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.