Pettinga Financial Advisors LLC FCNCA — FIRST CTZNS BANCSHARES INC N

Ownership history in Pettinga Financial Advisors LLC  ·  25 quarters on record

AI Ownership Summary

Pettinga Financial Advisors LLC reported FIRST CTZNS BANCSHARES INC N (FCNCA) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.23% in 2024 Q4. The latest visible filing shows FCNCA at 0.17% 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 Pettinga Financial Advisors 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 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% 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
2024 Q1 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 Pettinga Financial Advisors LLC fund profile Pettinga Financial Advisors LLC full holdings
How Pettinga Financial Advisors 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 485 — 0% 0.17% $914K 2026-04-13 $1998.72
2025 Q4 UNCHANGED — — — 485 — 0% 0.20% $1.0M 2026-02-12 $1999.56
2025 Q3 UNCHANGED — — — 485 — 0% 0.17% $868K 2025-10-21 $1753.26
2025 Q2 UNCHANGED — — — 485 — 0% 0.21% $949K 2025-07-28 $2041.49
2025 Q1 UNCHANGED — — — 485 — 0% 0.21% $899K 2025-05-02 $1821.75
2024 Q4 UNCHANGED — — — 485 — 0% 0.23% $1.0M 2025-02-18 $2152.13
2024 Q3 UNCHANGED — — — 485 — 0% 0.21% $893K 2024-10-23 $2067.98
2024 Q2 UNCHANGED — — — 485 — 0% 0.20% $817K 2024-07-25 $2034.98
2024 Q1 UNCHANGED — — — 485 — 0% 0.20% $793K 2024-04-18 $1538.29
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FCNCA

As of 2026 Q2 — sorted by position size

REINHART PARTNERS, LLC. 3Y 7Y 4.0% Trust Co of the South 0.28% Balefire, LLC 3Y 7Y 0.04% Quantum Financial Advisors, LLC 3Y 0.03% Central Pacific Bank - Trust Division 0.03% Cooper Financial Group 3Y 7Y 0.02% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.02% PensionDanmark Pensionsforsikringsaktieselskab 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.01%

FAQ About Pettinga Financial Advisors 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 Pettinga Financial Advisors LLC reported owning FCNCA?

Pettinga Financial Advisors LLC reported FCNCA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FCNCA position in Pettinga Financial Advisors LLC's portfolio?

The largest reported portfolio weight for FCNCA was 0.23% in 2024 Q4.

What is the latest reported FCNCA position on this page?

The most recent filing on this page is 2026 Q1, when Pettinga Financial Advisors LLC reported 485 shares, equal to 0.17% of portfolio, with an estimated market value of $914K.

What does the chart on this FCNCA ownership page compare?

The chart compares Pettinga Financial Advisors 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.

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