Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
FCNCA holding history
First Citizens Bancshares Inc in every 13F filed by Personal Cfo Solutions, LLC, 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)
- 252
- Value
- $523.8K
- % of portfolio
- 0.1%
- Quarters held
- 8
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 252 | $523.8K | 0.1% | −1−0.4% | Reduced | Holders |
| Q1 2026 | 253 | $477.2K | 0.1% | +32+14.5% | Added | Holders |
| Q4 2025 | 221 | $474.6K | 0.1% | +35+18.8% | Added | Holders |
| Q3 2025 | 186 | $332.9K | 0.1% | +30+19.2% | Added | Holders |
| Q2 2025 | 156 | $305.4K | 0.1% | +6+4.0% | Added | Holders |
| Q1 2025 | 150 | $278.2K | 0.1% | +25+20.0% | Added | Holders |
| Q4 2024 | 125 | $264.2K | 0.1% | +125 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −141−100.0% | Sold out | Holders |
| Q1 2024 | 141 | $230.6K | <0.1% | +141 | New | Holders |