FCNCN First Citizens BancShares, Inc. - Depositary Shares, each representing a 1/40th interest in a share of 6.625% Non-Cumulative Perpetual Preferred Stock, Series E
$24.97
Price · Aug 19, 2026
Fundamentals as of Feb 24, 2026
52W Range
$24–$26
65% of range
Analyst Rating
HOLD
21 analysts
Price Target
—
P/E (TTM)
—
ROE
9.9%
Net Profit Margin
23.1%
FCNCN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$24.97
Market Cap
—
P/E (TTM)
—
EPS (TTM)
$165.24
Revenue (TTM)
$9.54B
Div Yield
—
ROE
9.9%
Debt/Equity
0.0
52W Range
$24 – $26
FCNCN Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$9.54B
2022-12-31
→
2025-12-31
EPS
$165.24
2020-12-31
→
2025-12-31
Free Cash Flow
$2.21B
2016-12-31
→
2025-12-31
Margins
23.1%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
FCNCN
Peer Median
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
FCNCN
Peer Median
Net Profit Margin
23.1%
—
ROA
0.97%
—
ROE
9.9%
—
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
FCNCN
Peer Median
Debt / Equity
0.0
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
FCNCN
Peer Median
Revenue YoY
-2.2%
—
Revenue CAGR 3Y
23.4%
—
EPS YoY
-12.8%
—
Net Income YoY
-20.6%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
FCNCN
Peer Median
Payout Ratio
7.3%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
—
Payout Ratio
7.3%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| May 29, 2026 | $0.5980 |
FCNCN Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
21 analysts
- Strong Buy 3 14.3%
- Buy 7 33.3%
- Hold 11 52.4%
- Sell 0 0.0%
- Strong Sell 0 0.0%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
3.4%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $57.09 | $41.75 | 15.3% |
| March 31, 2026 | $44.86 | $40.59 | 4.3% |
| Dec. 31, 2025 | $45.81 | $45.23 | 0.58% |
| Sept. 30, 2025 | $43.08 | $43.23 | -0.15% |
| June 30, 2025 | $42.36 | $40.49 | 1.9% |
| March 31, 2025 | $37.79 | $39.04 | -1.3% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| FCNCN | — | — | -2.2% | 23.1% | 9.9% | — |
| WFC | $288.23B | 14.9 | 1.7% | 25.5% | 11.8% | — |
| C | — | 16.7 | 5.6% | 16.8% | 6.8% | — |
| PNC | $81.40B | 12.6 | 7.2% | 30.3% | 12.2% | — |
| USB | $85.38B | 11.5 | 4.4% | 26.4% | 12.2% | — |
| FITB | — | — | — | — | — | — |
| FCNCA | — | — | — | — | — | — |
| KEY | $22.75B | 13.6 | 62.6% | 24.3% | 9.2% | — |
| FRBT | — | — | — | — | — | — |
| FCBM | — | — | — | — | — | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 11
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue | $9.54B | $9.76B | $18.79B | $5.08B | |
| Interest Expense | · | · | $3.68B | $467M | |
| Interest Income | $11.78B | $12.35B | $10.39B | $3.41B | |
| Pretax Income | $2.97B | $3.59B | $12.08B | $1.36B | |
| Income Tax | $765M | $815M | $611M | $264M | |
| Net Income | $2.21B | $2.78B | $11.47B | $1.10B | |
| EPS (Basic) | $165.24 | $189.42 | $785.14 | $67.47 | |
| EPS (Diluted) | $165.24 | $189.41 | $784.51 | $67.40 | |
| Shares (Basic) | 13,002,455 | 14,341,872 | 14,527,902 | 15,531,924 | |
| Shares (Diluted) | 13,002,455 | 14,342,655 | 14,539,613 | 15,549,944 | |
| EBITDA | $314M | $276M | $225M | $142M |
Balance Sheet 13
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Goodwill | $346M | $346M | $346M | $346M | |
| Intangibles | $195M | $249M | $312M | $140M | |
| Total Assets | $229.70B | $223.72B | $213.76B | $109.30B | |
| Short-term Debt | $224M | $367M | $485M | $2.19B | |
| Deferred Tax | · | $3.53B | $3.58B | $286M | |
| Total Liabilities | $207.46B | $201.49B | $192.50B | $99.64B | |
| Long-term Debt | $35.78B | $36.68B | $37.17B | $4.46B | |
| Total Debt | $224M | $367M | $485M | $2.19B | |
| Paid-in Capital | $0 | $2.42B | $4.11B | $4.11B | |
| Retained Earnings | $20.77B | $19.36B | $16.74B | $5.39B | |
| AOCI | $83M | $-445M | $-491M | $-735M | |
| Stockholders' Equity | $22.24B | $22.23B | $21.25B | $9.66B | |
| Liabilities + Equity | $229.70B | $223.72B | $213.76B | $109.30B |
Cash Flow 18
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| D&A | $314M | $276M | $225M | $142M | |
| Stock-based Comp | $0 | $0 | $5M | $19M | |
| Deferred Tax | $-111M | $6M | $-165M | $206M | |
| Amort. of Intangibles | $54M | $63M | $57M | $23M | |
| Other Non-cash | $514M | $-71M | $-8.87B | $1.33B | |
| Operating Cash Flow | $2.92B | $2.99B | $2.66B | $2.79B | |
| CapEx | $710M | $429M | $405M | $155M | |
| Investing Cash Flow | $-5.61B | $-10.15B | $2.43B | $75M | |
| Debt Issued | $1.84B | $0 | $9.99B | $3.85B | |
| Net Debt Issued | $-1.01B | $-450M | $-3.13B | $-1.25B | |
| Stock Repurchased | $3.03B | $1.65B | $0 | $1.24B | |
| Net Stock Activity | $-3.03B | $-1.65B | $0 | $-1.24B | |
| Dividends Paid | $161M | $158M | $117M | $83M | |
| Financing Cash Flow | $2.67B | $7.07B | $-4.70B | $-2.69B | |
| Net Change in Cash | $-13M | $-94M | $390M | $180M | |
| Taxes Paid | $315M | $763M | $514M | $-551M | |
| Free Cash Flow | $2.21B | $2.56B | $2.25B | $2.64B | |
| Levered FCF | · | · | $-1.24B | $2.26B |
Profitability 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Net Margin | 23.1% | 28.5% | 61.0% | 21.6% | |
| Pretax Margin | 31.1% | 36.8% | 64.3% | 26.8% | |
| EBITDA Margin | 3.3% | 2.8% | 1.2% | 2.8% | |
| ROA | 0.97% | 1.3% | 7.1% | 1.3% | |
| ROE | 9.9% | 12.3% | 55.1% | 11.3% |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.2 |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.1 | 0.1 |
Growth Rates 9
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue YoY | -2.2% | -48.1% | 269.7% | · | |
| Revenue CAGR 3Y | 23.4% | · | · | · | |
| EPS YoY | -12.8% | -75.9% | 1064.0% | 25.1% | |
| EPS CAGR 3Y | 34.8% | 52.0% | 154.7% | · | |
| EPS CAGR 5Y | 28.3% | · | · | · | |
| Net Income YoY | -20.6% | -75.8% | 944.3% | 100.7% | |
| Net Income CAGR 3Y | 26.2% | 71.9% | 185.6% | · | |
| Net Income CAGR 5Y | 35.0% | · | · | · | |
| Dividend CAGR 5Y | 39.9% | · | · | · |
Valuation (TTM) 4
| Metric | Trend | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue TTM | $9.54B | $9.76B | $18.79B | $5.08B | |
| Net Income TTM | $2.21B | $2.78B | $11.47B | $1.10B | |
| Payout Ratio | 7.3% | 5.7% | 1.0% | 7.6% | |
| Annual Payout | $161M | $158M | $117M | $83M |
Income Statement 12
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.44B | $2.43B | $2.37B | $2.30B | $2.41B | $2.45B | $2.46B | $2.44B | · | · | · | · | · | · | · | · | |
| Operating Expenses | · | · | · | · | · | · | · | · | · | · | · | · | · | $760M | $745M | $810M | |
| Interest Expense | · | · | · | · | · | · | · | $1.27B | · | $1.12B | $992M | $361M | · | $111M | $57M | $61M | |
| Interest Income | $2.94B | $3.00B | $2.94B | $2.90B | $3.00B | $3.14B | $3.13B | $3.08B | $3.12B | $3.11B | $2.95B | $1.21B | $1.04B | $906M | $757M | $710M | |
| Pretax Income | $811M | $751M | $758M | $651M | $736M | $873M | $979M | $1.00B | $713M | $997M | $896M | $9.47B | $392M | $408M | $337M | $225M | |
| Income Tax | $231M | $183M | $183M | $168M | $36M | $234M | $272M | $273M | $199M | $245M | $214M | $-47M | $135M | $93M | $82M | $-46M | |
| Net Income | $580M | $568M | $575M | $483M | $700M | $639M | $707M | $731M | $514M | $752M | $682M | $9.52B | $257M | $315M | $255M | $271M | |
| EPS (Basic) | $45.33 | $43.08 | $42.36 | $34.47 | $49.19 | $43.42 | $47.54 | $49.27 | $34.31 | $50.71 | $45.90 | $654.22 | $16.63 | $19.27 | $14.87 | $16.70 | |
| EPS (Diluted) | $45.33 | $43.08 | $42.36 | $34.47 | $49.19 | $43.42 | $47.54 | $49.26 | $34.33 | $50.67 | $45.87 | $653.64 | $16.59 | $19.25 | $14.86 | $16.70 | |
| Shares (Basic) | -26,659,341 | 12,849,339 | 13,237,226 | 13,575,231 | -29,101,903 | 14,375,974 | 14,534,499 | 14,533,302 | -29,055,235 | 14,528,310 | 14,528,134 | 14,526,693 | -31,982,818 | 15,711,976 | 16,023,613 | 15,779,153 | |
| Shares (Diluted) | -26,659,341 | 12,849,339 | 13,237,226 | 13,575,231 | -29,104,260 | 14,375,974 | 14,534,499 | 14,536,442 | -29,077,167 | 14,539,133 | 14,537,938 | 14,539,709 | -31,992,292 | 15,727,993 | 16,035,090 | 15,779,153 | |
| EBITDA | · | · | · | $93M | · | · | · | $-12M | · | · | · | $124M | · | · | · | $126M |
Balance Sheet 13
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goodwill | $346M | $346M | $346M | $346M | $346M | $346M | $346M | $346M | · | $346M | $346M | $346M | · | $346M | $346M | $346M | |
| Intangibles | $195M | $208M | $221M | $234M | $249M | $265M | $280M | $295M | · | $329M | $347M | $364M | · | $145M | $150M | $156M | |
| Total Assets | $229.70B | $233.49B | $229.65B | $228.82B | $223.72B | $220.57B | $219.83B | $217.84B | · | $213.76B | $209.50B | $214.66B | · | $109.31B | $107.67B | $108.60B | |
| Short-term Debt | $224M | $423M | $471M | $450M | $367M | $391M | $386M | $395M | · | $453M | $454M | $1.01B | · | $3.13B | · | $616M | |
| Deferred Tax | · | · | · | · | · | $3.56B | $3.34B | $3.54B | · | $3.63B | $3.15B | $3.55B | · | $173M | $177M | $160M | |
| Total Liabilities | $207.46B | $211.50B | $207.36B | $206.53B | $201.49B | $197.74B | $197.34B | $195.99B | · | $193.38B | $189.73B | $195.44B | · | $99.48B | $97.03B | $98.03B | |
| Long-term Debt | $35.78B | $38.25B | $37.64B | $37.96B | $36.68B | $36.77B | $37.07B | $37.15B | · | $37.26B | $39.69B | $45.09B | · | $5.21B | · | · | |
| Total Debt | · | $423M | $471M | $450M | · | $391M | $386M | $395M | · | $453M | $454M | $1.01B | · | $3.13B | · | $616M | |
| Paid-in Capital | $0 | $270M | $1.18B | $1.80B | $2.42B | $3.39B | $4.10B | $4.10B | · | $4.11B | $4.11B | $4.10B | · | $4.51B | $5.34B | $5.34B | |
| Retained Earnings | $20.77B | $20.87B | $20.34B | $19.80B | $19.36B | $18.70B | $18.10B | $17.43B | · | $16.27B | $15.54B | $14.88B | · | $5.16B | $4.87B | $4.63B | |
| AOCI | $83M | $-44M | $-114M | $-199M | $-445M | $-159M | $-610M | $-582M | · | $-880M | $-772M | $-669M | · | $-729M | $-465M | $-305M | |
| Stockholders' Equity | $22.24B | $21.99B | $22.30B | $22.30B | $22.23B | $22.83B | $22.49B | $21.85B | $21.25B | $20.39B | $19.77B | $19.22B | $9.66B | $9.83B | $10.64B | $10.57B | |
| Liabilities + Equity | $229.70B | $233.49B | $229.65B | $228.82B | $223.72B | $220.57B | $219.83B | $217.84B | · | $213.76B | $209.50B | $214.66B | · | $109.31B | $107.67B | $108.60B |
Cash Flow 18
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $30M | $91M | $100M | $93M | $240M | $42M | $6M | $-12M | $237M | $-102M | $-34M | $124M | $-257M | $128M | $137M | $114M | |
| Stock-based Comp | · | · | · | · | $0 | $0 | $0 | $0 | $1M | $1M | $2M | $1M | $2M | $3M | $2M | $12M | |
| Deferred Tax | $-7M | $-30M | $-34M | $-40M | $133M | $56M | $-184M | $1M | $-275M | $514M | $-335M | $-69M | $126M | $66M | $75M | $-61M | |
| Amort. of Intangibles | $13M | $13M | $13M | $15M | $16M | $15M | $15M | $17M | $17M | $17M | $18M | $5M | $6M | $5M | $6M | $6M | |
| Other Non-cash | · | · | · | $-438M | · | · | · | $-259M | · | · | · | $-9.94B | · | · | · | $52M | |
| Operating Cash Flow | $1.05B | $916M | $859M | $98M | $1.12B | $991M | $417M | $461M | $901M | $1.21B | $916M | $-362M | $1.05B | $494M | $831M | $577M | |
| CapEx | $243M | $238M | $126M | $103M | $128M | $106M | $101M | $94M | $208M | $69M | $84M | $44M | $74M | $42M | $-202M | $15M | |
| Investing Cash Flow | $3.63B | $-3.80B | $-562M | $-4.88B | $-3.74B | $-301M | $-1.82B | $-4.29B | $-358M | $-3.75B | $3.91B | $2.63B | $-730M | $-1.88B | $310M | $2.19B | |
| Debt Issued | $-1M | $597M | $0 | $1.24B | $0 | $0 | $0 | $0 | $1M | $0 | $3.49B | $6.50B | $601M | $1.60B | $1.65B | $1M | |
| Net Debt Issued | · | · | · | $1.24B | · | · | · | $-31M | · | · | · | $5.48B | · | · | · | $-3.03B | |
| Stock Repurchased | $900M | $896M | $613M | $618M | $948M | $700M | $0 | $0 | $0 | · | · | · | $448M | · | · | · | |
| Net Stock Activity | · | · | · | $-618M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $40M | $39M | $40M | $42M | $42M | $38M | $39M | $39M | $39M | $26M | $26M | $26M | $25M | $20M | $24M | $14M | |
| Financing Cash Flow | $-4.75B | $2.87B | $-220M | $4.78B | $2.58B | $-592M | $1.47B | $3.62B | $-426M | $2.42B | $-5.51B | $-1.19B | $-287M | $1.28B | $-1.08B | $-2.59B | |
| Net Change in Cash | $-73M | $-15M | $77M | $-2M | $-48M | $98M | $66M | $-210M | $117M | $-125M | $-682M | $1.08B | $37M | $-102M | $60M | $185M | |
| Taxes Paid | $26M | $118M | $131M | $40M | $9M | $51M | $650M | $53M | $85M | $2M | $427M | $0 | $-539M | $-10M | $-1M | $-1M | |
| Free Cash Flow | · | · | · | $-5M | · | · | · | $367M | · | · | · | $-406M | · | · | · | $159M | |
| Levered FCF | · | · | · | · | · | · | · | $-555M | · | · | · | $-769M | · | · | · | $86M |
Profitability 5
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | 23.4% | 24.2% | 21.0% | · | 26.1% | 28.7% | 29.9% | · | 28.9% | 26.0% | 85.7% | · | 25.7% | 22.7% | 18.1% | |
| Pretax Margin | · | 30.9% | 31.9% | 28.3% | · | 35.7% | 39.8% | 41.1% | · | 38.3% | 34.2% | 85.3% | · | 33.2% | 30.0% | 15.0% | |
| EBITDA Margin | · | · | · | 4.0% | · | · | · | -0.49% | · | · | · | 1.1% | · | · | · | 8.4% | |
| ROA | · | 0.25% | 0.26% | 0.22% | · | 0.29% | 0.33% | 0.34% | · | 0.47% | 0.43% | 5.9% | · | 0.38% | 0.31% | 0.33% | |
| ROE | · | 2.5% | 2.6% | 2.2% | · | 3.0% | 3.4% | 3.6% | · | 5.0% | 4.5% | 63.9% | · | 4.4% | 3.4% | 3.6% |
Liquidity & Solvency 1
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.1 | · | 0.3 | · | 0.1 |
Efficiency 1
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.1 | · | 0.0 | 0.0 | 0.0 |
Valuation (TTM) 3
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $9.55B | $9.58B | $9.65B | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income TTM | · | $2.27B | $2.40B | $2.56B | · | $2.83B | $2.87B | $11.68B | · | $11.27B | $10.77B | $10.36B | · | $965M | $803M | $695M | |
| Payout Ratio | · | · | · | 8.7% | · | · | · | 5.3% | · | · | · | 0.27% | · | · | · | 5.2% |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $9.54B | $9.76B | $18.79B | $5.08B | — |
| Net Income | $2.21B | $2.78B | $11.47B | $1.10B | $547M |
| Diluted EPS | $165.24 | $189.41 | $784.51 | $67.40 | $53.88 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.2 | — |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $2.21B | $2.56B | $2.25B | $2.64B | $-391M |
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Institutional owners (13F) 1 filer · $230K total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| MOODY LYNN LIEBERSON & WALKER, LLC | $229,950 | 9,000 | 100.00% | Shares |
Activists & 5%+ owners 3 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Frank B. Holding, Jr., Hope H. Bryant, Olivia B. Holding, Claire H. Bristow, Carson H. Brice ×2 filings | Aug. 11, 2026 | 0.00% | Amendment | — | SEC |
| C ARMEN H OLDING A MES | Sept. 23, 2009 | — | Initial filing | — | SEC |
| Lewis R. Holding | March 29, 2007 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 4 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.