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Wealth Group, Ltd.

SEC CIK
0002013988
Latest filing
Jul 21, 2026

FCNCA holding history

First Citizens Bancshares Inc in every 13F filed by Wealth Group, Ltd., 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)
510
Value
$1.06M
% of portfolio
0.3%
Quarters held
1
Since Q2 2026
Holdings of FCNCA by Wealth Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026510$1.06M0.3%+510NewHolders