Marmo Financial Group, LLC FCNCA — FIRST CTZNS BANCSHARES INC N

Ownership history in Marmo Financial Group, LLC  ·  14 quarters on record

AI Ownership Summary

Marmo Financial Group, LLC reported FIRST CTZNS BANCSHARES INC N (FCNCA) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2024 Q4. The latest visible filing shows FCNCA at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FCNCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marmo Financial Group, LLC's position in FIRST CTZNS BANCSHARES INC N, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FCNCA was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FCNCA stock page Marmo Financial Group, LLC fund profile Marmo Financial Group, LLC full holdings
How Marmo Financial Group, LLC held FCNCA — position size vs. price
% of Fund (quarterly)    FCNCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 308 — 0% 0.29% $582K 2026-04-23 $1976.37
2025 Q4 ADDED — — — 308 +1 +0.3% 0.31% $662K 2026-02-03 $2041.83
2025 Q3 REDUCED — — — 307 -1 -0.3% 0.27% $551K 2025-10-24 $1771.38
2025 Q2 ADDED — — — 308 +1 +0.3% 0.30% $602K 2025-07-16 $2077.95
2025 Q1 UNCHANGED — — — 307 — 0% 0.31% $570K 2025-04-16 $1684.68
2024 Q4 UNCHANGED — — — 307 — 0% 0.35% $649K 2025-01-23 $2205.10
2024 Q3 UNCHANGED — — — 307 — 0% 0.30% $565K 2024-10-24 $1868.70
2024 Q2 UNCHANGED — — — 307 — 0% 0.31% $517K 2024-07-23 $1860.38
2024 Q1 UNCHANGED — — — 307 — 0% 0.31% $502K 2024-04-22 $1610.19
2023 Q4 UNCHANGED — — — 307 — 0% 0.33% $436K 2024-01-30 $1523.50
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FCNCA

As of 2026 Q1 — sorted by position size

Saber Capital Managment, LLC 3Y 8.79% CORTLAND ASSOCIATES INC/MO 3Y 7Y 4.69% AWH Capital, L.P. 3Y 7Y 4.68% REINHART PARTNERS, LLC. 3Y 7Y 4.24% Gator Capital Management, LLC 3Y 7Y 3.92% Alua Capital Management LP 3Y 3.85% Petiole USA ltd 3Y 3.18% Bronte Capital Management Pty Ltd. 3Y 7Y 3.08% FIRST CITIZENS BANK & TRUST CO 3Y 7Y 3.04% Stieven Capital Advisors, L.P. 3Y 7Y 2.45%

FAQ About Marmo Financial Group, LLC and FCNCA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Marmo Financial Group, LLC reported owning FCNCA?

Marmo Financial Group, LLC reported FCNCA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FCNCA position in Marmo Financial Group, LLC's portfolio?

The largest reported portfolio weight for FCNCA was 0.35% in 2024 Q4.

What is the latest reported FCNCA position on this page?

The most recent filing on this page is 2026 Q1, when Marmo Financial Group, LLC reported 308 shares, equal to 0.29% of portfolio, with an estimated market value of $582K.

What does the chart on this FCNCA ownership page compare?

The chart compares Marmo Financial Group, LLC's quarterly FCNCA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Marmo Financial Group, LLC time their FCNCA position?

Based on 13F filing dates vs. subsequent FCNCA price moves, Marmo Financial Group, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on FCNCA relative to SPY over the holding period was +12.0%.

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