FCNCA First Citizens BancShares, Inc. - Class A Common Stock
FCNCA Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
FCNCA Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun
| Tanggal ex-dividen | Jumlah |
|---|---|
| 29 Mei 2026 | $2,1000 |
| 27 Feb. 2026 | $2,1000 |
| 28 Nov. 2025 | $2,1000 |
| 29 Agu 2025 | $1,9500 |
| 30 Mei 2025 | $1,9500 |
| 28 Feb. 2025 | $1,9500 |
| 29 Nov. 2024 | $1,9500 |
| 30 Agu 2024 | $1,6400 |
| 31 Mei 2024 | $1,6400 |
| 28 Feb. 2024 | $1,6400 |
| 29 Nov. 2023 | $1,6400 |
| 30 Agu 2023 | $0,7500 |
| 30 Mei 2023 | $0,7500 |
| 27 Feb. 2023 | $0,7500 |
| 29 Nov. 2022 | $0,7500 |
| 30 Agu 2022 | $0,4700 |
| 27 Mei 2022 | $0,4700 |
| 25 Feb. 2022 | $0,4700 |
| 9 Nov. 2021 | $0,4700 |
| 29 Juli 2021 | $0,4700 |
FCNCA Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
- Beli Kuat 3 14,3%
- Beli 7 33,3%
- Tahan 11 52,4%
- Jual 0 0,0%
- Jual Kuat 0 0,0%
Target Harga 12 Bulan
12 analis · 2026-08-15Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
| Periode | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|
| 30 Juni 2026 | $57.09 | $41.75 | 15.3% |
| 31 Maret 2026 | $44.86 | $40.59 | 4.3% |
| 31 Des. 2025 | $45.81 | $45.23 | 0.58% |
| 30 Sep. 2025 | $43.08 | $43.23 | -0.15% |
| 30 Juni 2025 | $42.36 | $40.49 | 1.9% |
| 31 Maret 2025 | $37.79 | $39.04 | -1.3% |
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| FCNCA | — | — | — | — | — | — |
| 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 | — | — | — | — | — | — |
| KEY | $22.75B | 13.6 | 62.6% | 24.3% | 9.2% | — |
| FRBT | — | — | — | — | — | — |
| FCBM | — | — | — | — | — | — |
| JPM | $868.77B | 16.1 | 2.8% | 31.3% | 16.1% | — |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi 10
| Metrik | Tren | Q2 2026 | Q1 2026 | Q1 2025 |
|---|---|---|---|---|
| Revenue | $2.43B | $2.31B | $2.30B | |
| Interest Income | $2.85B | $2.79B | $2.90B | |
| Pretax Income | $891M | $705M | $651M | |
| Income Tax | $219M | $171M | $168M | |
| Net Income | $672M | $534M | $483M | |
| EPS (Basic) | $55.52 | $42.63 | $34.47 | |
| EPS (Diluted) | $55.52 | $42.63 | $34.47 | |
| Shares (Basic) | 11,535,792 | 11,924,899 | 13,575,231 | |
| Shares (Diluted) | 11,535,792 | 11,924,899 | 13,575,231 | |
| EBITDA | · | $180M | · |
Neraca 11
| Metrik | Tren | Q2 2026 | Q1 2026 | Q1 2025 |
|---|---|---|---|---|
| Goodwill | $346M | $346M | · | |
| Intangibles | $171M | $182M | · | |
| Total Assets | $236.84B | $235.96B | · | |
| Short-term Debt | $152M | $170M | · | |
| Total Liabilities | $214.94B | $213.91B | · | |
| Long-term Debt | $32.04B | $33.79B | · | |
| Total Debt | $152M | $170M | · | |
| Retained Earnings | $20.35B | $20.34B | · | |
| AOCI | $-230M | $-72M | · | |
| Stockholders' Equity | $21.90B | $22.05B | · | |
| Liabilities + Equity | $236.84B | $235.96B | · |
Arus Kas 16
| Metrik | Tren | Q2 2026 | Q1 2026 | Q1 2025 |
|---|---|---|---|---|
| D&A | $156M | $180M | $93M | |
| Deferred Tax | $71M | $8M | $-40M | |
| Amort. of Intangibles | $11M | $13M | $15M | |
| Other Non-cash | · | $-550M | · | |
| Operating Cash Flow | $1.04B | $172M | $98M | |
| CapEx | $102M | $141M | $103M | |
| Investing Cash Flow | $-752M | $-6.54B | $-4.88B | |
| Debt Issued | $747M | $497M | $1.24B | |
| Net Debt Issued | · | $-2.01B | · | |
| Stock Repurchased | $606M | $899M | $618M | |
| Net Stock Activity | · | $-899M | · | |
| Dividends Paid | $55M | $51M | $42M | |
| Financing Cash Flow | $148M | $6.64B | $4.78B | |
| Net Change in Cash | $439M | $279M | $-2M | |
| Taxes Paid | $117M | $51M | $40M | |
| Free Cash Flow | · | $31M | · |
Profitabilitas 5
| Metrik | Tren | Q2 2026 | Q1 2026 | Q1 2025 |
|---|---|---|---|---|
| Net Margin | 27.6% | 23.1% | · | |
| Pretax Margin | 36.6% | 30.5% | · | |
| EBITDA Margin | · | 7.8% | · | |
| ROA | 0.29% | 0.23% | · | |
| ROE | 3.0% | 2.4% | · |
Likuiditas & Solvabilitas 1
| Metrik | Tren | Q2 2026 | Q1 2026 | Q1 2025 |
|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · |
Efisiensi 1
| Metrik | Tren | Q2 2026 | Q1 2026 | Q1 2025 |
|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · |
Valuasi (TTM) 5
| Metrik | Tren | Q2 2026 | Q1 2026 | Q1 2025 |
|---|---|---|---|---|
| Revenue TTM | $9.55B | $9.42B | · | |
| Net Income TTM | $2.35B | $2.16B | · | |
| P/E | 11.3 | 11.6 | · | |
| Earnings Yield | 8.8% | 8.6% | · | |
| Payout Ratio | · | 9.6% | · |
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
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Pemilik institusional (13F) 679 pengaju · $7.9B total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 94 (+27 vs Kuartal sebelumnya) | 49 (-47 vs Kuartal sebelumnya) | 174 (-9 vs Kuartal sebelumnya) | 209 (+8 vs Kuartal sebelumnya) | +822K |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| Dodge & Cox | $841.086.530 | 404.215 | 10,71% | Saham |
| VANGUARD CAPITAL MANAGEMENT LLC | $746.119.274 | 358.575 | 9,50% | Saham |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $649.864.010 | 312.316 | 8,27% | Saham |
| STATE STREET CORP | $433.282.902 | 208.230 | 5,52% | Saham |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $322.439.218 | 154.960 | 4,10% | Saham |
| GEODE CAPITAL MANAGEMENT, LLC | $305.636.865 | 147.278 | 3,89% | Saham |
| COATUE MANAGEMENT LLC | $290.266.043 | 139.498 | 3,70% | Saham |
| FMR LLC | $201.666.022 | 96.918 | 2,57% | Saham |
| DIMENSIONAL FUND ADVISORS LP | $199.088.572 | 95.679 | 2,53% | Saham |
| REINHART PARTNERS, LLC. | $175.253.111 | 84.206 | 2,23% | Saham |
| D. E. Shaw & Co., Inc. | $155.314.327 | 74.642 | 1,98% | Saham |
| NORGES BANK | $134.843.515 | 64.804 | 1,72% | Saham |
| ALLIANCEBERNSTEIN L.P. | $127.110.894 | 67.445 | 1,62% | Saham |
| MILLENNIUM MANAGEMENT LLC | $119.252.156 | 57.311 | 1,52% | Saham |
| VANGUARD FIDUCIARY TRUST CO | $119.150.197 | 57.262 | 1,52% | Saham |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $117.237.951 | 56.343 | 1,49% | Saham |
| FIRST TRUST ADVISORS LP | $103.848.183 | 49.908 | 1,32% | Saham |
| CHECK CAPITAL MANAGEMENT INC/CA | $92.293.066 | 44.355 | 1,17% | Saham |
| FULLER & THALER ASSET MANAGEMENT, INC. | $85.361.070 | 41.023 | 1,09% | Saham |
| MORGAN STANLEY | $82.978.327 | 39.878 | 1,06% | Saham |
| River Road Asset Management, LLC | $82.782.149 | 39.784 | 1,05% | Saham |
| Alberta Investment Management Corp | $75.274.659 | 36.176 | 0,96% | Saham |
| Qube Research & Technologies Ltd | $53.026.852 | 25.484 | 0,68% | Saham |
| BANK OF AMERICA CORP /DE/ | $49.824.516 | 23.945 | 0,63% | Saham |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $49.025.493 | 23.561 | 0,62% | Saham |
| RENAISSANCE TECHNOLOGIES LLC | $48.037.118 | 23.086 | 0,61% | Saham |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $47.974.694 | 23.056 | 0,61% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $46.576.403 | 22.384 | 0,59% | Saham |
| GOLDMAN SACHS GROUP INC | $46.233.073 | 22.219 | 0,59% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $44.320.827 | 21.300 | 0,56% | Opsi jual |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $41.468.064 | 19.929 | 0,53% | Saham |
| AMERICAN CENTURY COMPANIES INC | $40.800.130 | 19.608 | 0,52% | Saham |
| JONES FINANCIAL COMPANIES LLLP | $40.709.837 | 19.582 | 0,52% | Saham |
| Artisan Partners Limited Partnership | $38.388.495 | 18.449 | 0,49% | Saham |
| California Public Employees Retirement System | $37.920.317 | 18.224 | 0,48% | Saham |
| HARRIS ASSOCIATES L P | $36.540.753 | 17.561 | 0,47% | Saham |
| Sumitomo Mitsui Trust Group, Inc. | $35.271.471 | 16.951 | 0,45% | Saham |
| ENVESTNET ASSET MANAGEMENT INC | $34.941.638 | 16.792 | 0,44% | Saham |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $34.811.617 | 16.730 | 0,44% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $34.541.114 | 16.600 | 0,44% | Opsi beli |
| VANGUARD ASSET MANAGEMENT, Ltd | $33.640.132 | 16.167 | 0,43% | Saham |
| BlackRock, Inc. | $33.398.760 | 16.051 | 0,43% | Saham |
| RAYMOND JAMES FINANCIAL INC | $31.451.426 | 15.115 | 0,40% | Saham |
| Bronte Capital Management Pty Ltd. | $29.503.521 | 14.179 | 0,38% | Saham |
| Prana Capital Management, LP | $27.208.410 | 13.076 | 0,35% | Saham |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $26.997.755 | 14.325 | 0,34% | Saham |
| Anchor Investment Management, LLC | $24.915.205 | 13.220 | 0,32% | Saham |
| JANE STREET GROUP, LLC | $24.761.401 | 11.900 | 0,32% | Opsi beli |
| E. Ohman J:or Asset Management AB | $24.383.731 | 12.938 | 0,31% | Saham |
| CORTLAND ASSOCIATES INC/MO | $23.925.000 | 11.498 | 0,30% | Saham |
| BANK OF MONTREAL /CAN/ | $23.906.196 | 11.489 | 0,30% | Saham |
| CITIZENS FINANCIAL GROUP INC/RI | $23.383.918 | 11.238 | 0,30% | Saham |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $23.088.970 | 12.251 | 0,29% | Saham |
| Squarepoint Ops LLC | $22.408.028 | 10.769 | 0,29% | Saham |
| BROWN BROTHERS HARRIMAN & CO | $22.066.778 | 10.605 | 0,28% | Saham |
| RHUMBLINE ADVISERS | $21.971.017 | 10.559 | 0,28% | Saham |
| FRANKLIN RESOURCES INC | $20.017.200 | 9.620 | 0,25% | Saham |
| Cannell & Spears LLC | $19.879.868 | 9.554 | 0,25% | Saham |
| Gator Capital Management, LLC | $18.639.717 | 8.958 | 0,24% | Saham |
| Mitsubishi UFJ Asset Management Co., Ltd. | $18.564.808 | 8.922 | 0,24% | Saham |
| KLP KAPITALFORVALTNING AS | $18.040.449 | 8.670 | 0,23% | Saham |
| Quantinno Capital Management LP | $17.301.906 | 8.315 | 0,22% | Saham |
| ROYAL LONDON ASSET MANAGEMENT LTD | $16.789.894 | 8.069 | 0,21% | Saham |
| ArrowMark Colorado Holdings LLC | $16.409.110 | 7.886 | 0,21% | Saham |
| CITADEL ADVISORS LLC | $16.230.162 | 7.800 | 0,21% | Opsi beli |
| Caisse de depot et placement du Quebec | $16.178.142 | 7.775 | 0,21% | Saham |
| TRUIST FINANCIAL CORP | $15.666.268 | 7.529 | 0,20% | Saham |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $14.811.063 | 7.118 | 0,19% | Saham |
| Brandywine Global Investment Management, LLC | $14.003.825 | 6.525 | 0,18% | Saham |
| BNP PARIBAS FINANCIAL MARKETS | $13.924.647 | 6.692 | 0,18% | Saham |
| AMERIPRISE FINANCIAL INC | $13.471.034 | 6.474 | 0,17% | Saham |
| GABELLI FUNDS LLC | $13.446.065 | 6.462 | 0,17% | Saham |
| Saber Capital Managment, LLC | $13.170.339 | 6.329 | 0,17% | Saham |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $13.067.361 | 6.280 | 0,17% | Saham |
| Bridgewater Associates, LP | $12.975.806 | 6.236 | 0,17% | Saham |
| LPL Financial LLC | $12.552.258 | 6.032 | 0,16% | Saham |
| Legal & General Group Plc | $11.999.917 | 5.767 | 0,15% | Saham |
| CITADEL ADVISORS LLC | $11.893.796 | 5.716 | 0,15% | Saham |
| CAPTRUST FINANCIAL ADVISORS | $11.718.725 | 5.632 | 0,15% | Saham |
| BARR E S & CO | $11.540.062 | 5.546 | 0,15% | Saham |
| AVIVA PLC | $11.242.508 | 5.403 | 0,14% | Saham |
| TWO SIGMA INVESTMENTS, LP | $11.159.277 | 5.363 | 0,14% | Saham |
| Mitsubishi UFJ Trust & Banking Corp | $11.109.338 | 5.339 | 0,14% | Saham |
| VICTORY CAPITAL MANAGEMENT INC | $10.811.785 | 5.196 | 0,14% | Saham |
| VANGUARD GROUP INC | $10.599.983 | 4.939 | 0,13% | Saham |
| WOLVERINE TRADING, LLC | $10.427.240 | 5.800 | 0,13% | Opsi beli |
| D. E. Shaw & Co., Inc. | $10.403.950 | 5.000 | 0,13% | Opsi beli |
| HSBC HOLDINGS PLC | $10.281.183 | 4.941 | 0,13% | Saham |
| Pictet Asset Management Holding SA | $10.110.559 | 4.859 | 0,13% | Saham |
| LEVEL FOUR ADVISORY SERVICES, LLC | $10.097.731 | 4.852 | 0,13% | Saham |
| Korea Investment CORP | $10.077.266 | 4.843 | 0,13% | Saham |
| Stieven Capital Advisors, L.P. | $10.019.004 | 4.815 | 0,13% | Saham |
| Sendero Wealth Management, LLC | $9.914.965 | 4.765 | 0,13% | Saham |
| Colonial Trust Co / SC | $9.667.350 | 4.646 | 0,12% | Saham |
| Vanguard Global Advisers, LLC | $9.453.029 | 4.543 | 0,12% | Saham |
| NEW YORK STATE COMMON RETIREMENT FUND | $9.219.980 | 4.431 | 0,12% | Saham |
| Siena Capital Partners GP, LLC | $9.038.952 | 4.344 | 0,12% | Saham |
| CITADEL ADVISORS LLC | $8.947.397 | 4.300 | 0,11% | Opsi jual |
| Swedbank AB | $8.936.993 | 4.295 | 0,11% | Saham |
| STATE OF WISCONSIN INVESTMENT BOARD | $8.194.151 | 3.938 | 0,10% | Saham |
Orang dalam perusahaan 34 orang dalam · 10 pejabat · 19 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| HOLDING FRANK B JR | Chairman and CEO | 5 Juni 2026 P | 64.572 | 58 | 1 | $2.919.406 |
| Craig L Nix | Chief Financial Officer | 4 Agu 2025 P | 1.147 | 0 | 0 | $0 |
| BRISTOW PETER M | President | 2 Maret 2026 G | 43.817 | 0 | 0 | $0 |
| Edward L Willingham IV | President | 22 Sep. 2011 L | 30 | 0 | 0 | $0 |
| Hope H. Bryant | Vice Chairwoman | 17 Maret 2026 G | 156.615 | 0 | 0 | $0 |
| Andrew Giangrave | Chief Credit Officer | 1 Maret 2024 F | 297 | 0 | 0 | $0 |
| Marisa Harney | Chief Credit Officer | 1 Maret 2023 F | 490 | 0 | 0 | $0 |
| Jeffery L Ward | Chief Strategy Officer | 29 Des. 2022 G | 5.600 | 0 | 0 | $0 |
| Barry P Harris IV | Executive Vice President | 23 Mei 2012 P | 20 | 0 | 0 | $0 |
| Carol B Yochem | Executive Vice President | 8 Nov. 2007 P | 200 | 0 | 0 | $0 |
| Ellen R. Alemany | Direktur | 4 Juni 2026 S | 3.476 | 1 | 8 | $-4.858.743 |
| Ralph Mattox Snow III | Direktur | 5 Agu 2025 P | 110 | 0 | 0 | $0 |
| Victor E Bell III | Direktur | 11 Maret 2025 G | 1.366 | 0 | 0 | $0 |
| Eugene Flood JR | Direktur | 22 Feb. 2023 P | 20 | 0 | 0 | $0 |
| Daniel L Heavner | Direktur | 7 Des. 2022 S | 613 | 0 | 0 | $0 |
| Robert R Hoppe | Direktur | 16 Mei 2022 P | 314 | 0 | 0 | $0 |
| Robert T Newcomb | Direktur | 5 Mei 2022 P | 1.000 | 0 | 0 | $0 |
| Harold Lee Durham JR | Direktur | 2 Mei 2022 P | 3.000 | 0 | 0 | $0 |
| Robert E Mason IV | Direktur | 21 Des. 2020 J | 200 | 0 | 0 | $0 |
| Floyd L Keels | Direktur | 12 Maret 2020 J | 600 | 0 | 0 | $0 |
| John M Alexander | Direktur | 28 Juni 2016 P | 1.227 | 0 | 0 | $0 |
| James M Parker | Direktur | 12 Mei 2011 S | 200 | 0 | 0 | $0 |
| David L Ward JR | Direktur | 9 Des. 2010 G | 2.241 | 0 | 0 | $0 |
| Lewis M Fetterman | Direktur | 27 Agu 2010 S | 8.946 | 0 | 0 | $0 |
| Lewis T Nunnelee II | Direktur | 4 Feb. 2010 G | 300 | 0 | 0 | $0 |
| R C Soles JR | Direktur | 7 Maret 2007 W | 16.912 | 0 | 0 | $0 |
| Carson H. Brice | Pemilik 10% | 12 Jan. 2026 G | 99.746 | 0 | 0 | $0 |
| Olivia B. Holding | Pemilik 10% | 17 Des. 2025 G | 537.661 | 0 | 0 | $0 |
| Claire H. Bristow | Pemilik 10% | 21 Nov. 2025 G | 8.645 | 0 | 0 | $0 |
| Frank B Holding | Pemilik 10% | 19 Jan. 2017 G | 683.163 | 0 | 0 | $0 |
| Irrevocable Trust 1990 dated January 17, 2011 | Pemilik 10% | 20 Des. 2012 D | 0 | 0 | 0 | $0 |
| Carmen Holding Ames | Pemilik 10% | 20 Des. 2012 D | 0 | 0 | 0 | $0 |
| IRREVOCABLE TRUST UNDER AGREEMENT DATED MARCH 28 1990 | Pemilik 10% | 2 Juni 2011 G | 0 | 0 | 0 | $0 |
| HOLDING LEWIS R | Pemilik 10% | 28 Mei 2009 S | 541.232 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Aktivis & pemilik 5%+ 10 saham
Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.
| Pengaju | Diajukan | Kepemilikan | Status | Tujuan | Pengajuan |
|---|---|---|---|---|---|
| Frank B. Holding, Jr., Hope H. Bryant, Olivia B. Holding, Claire H. Bristow, Carson H. Brice ×2 pengajuan | 8 April 2026 | 0,00% | Amandemen | — | SEC |
| F RANK B. H OLDING , J R ., H OPE H. B RYANT, O LIVIA B. H OLDING, C LAIRE H. B RISTOW, C ARSON H. B RICE, E LLA A NN L. H OLDING ×6 pengajuan | 22 Okt. 2024 | — | Pengajuan awal | — | SEC |
| F RANK B. H OLDING, E LLA A NN L. H OLDING, F RANK B. H OLDING , J R ., H OPE H. B RYANT, O LIVIA B. H OLDING, C LAIRE H. B RISTOW, C ARSON H. B RICE ×5 pengajuan | 2 Agu 2016 | — | Pengajuan awal | — | SEC |
| L EWIS R. H OLDING R EVOCABLE T RUST UNDER AGREEMENT DATED F EBRUARY 10, 2005, AS A MENDED (2) | 20 Des. 2012 | — | Pengajuan awal | — | SEC |
| C ARMEN H OLDING A MES (2) ×2 pengajuan | 20 Des. 2012 | — | Pengajuan awal | — | SEC |
| I RREVOCABLE T RUST 1990 DATED J ANUARY 17, 2011 (2) | 20 Des. 2012 | — | Pengajuan awal | — | SEC |
| C ARMEN H OLDING A MES ×3 pengajuan | 8 Juni 2011 | — | Pengajuan awal | — | SEC |
| I RREVOCABLE T RUST 1990 DATED J ANUARY 17, 2011 | 8 Juni 2011 | — | Pengajuan awal | — | SEC |
| I RREVOCABLE T RUST UNDER AGREEMENT DATED D ECEMBER 28, 1976, I RREVOCABLE T RUST UNDER AGREEMENT DATED A PRIL 26, 1979, I RREVOCABLE T RUST UNDER AGREEMENT DATED M ARCH 28, 1990, L EWIS R. H OLDING D YNASTY T RUST UNDER AGREEMENT DATED J ANUARY 16, 1997, C AROLYN S. H OLDING D YNASTY T RUST UNDER AGREEMENT DATED J ANUARY 16, 1997 ×2 pengajuan | 8 Juni 2011 | — | Pengajuan awal | — | SEC |
| L EWIS R. H OLDING T RUST UNDER AGREEMENT DATED F EBRUARY 10, 2005 | 23 Sep. 2009 | — | Pengajuan awal | — | 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.
Kepemilikan ETF Dimiliki oleh 107 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| IAT · iShares Trust | 3,27% | 9.923 SH | 8 Agu 2026 | Harian |
| EQRR · ProShares Trust | 1,86% | 580 NS | 31 Mei 2026 | N-PORT |
| PGF · Invesco Exchange-Traded Fund Trust | 1,32% | 387.735 | 8 Agu 2026 | Harian |
| TAX · EA Series Trust | 0,95% | 121 NS | 29 Mei 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,94% | 5.075 NS | 30 April 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,81% | 1.371.331 | 8 Agu 2026 | Harian |
| PKW · Invesco Exchange-Traded Fund Trust | 0,74% | 5.897 SH | 8 Agu 2026 | Harian |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,73% | 4.804 NS | 30 April 2026 | N-PORT |
| BRNY · EA Series Trust | 0,45% | 1.257 NS | 30 April 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,43% | 1.826 NS | 30 April 2026 | N-PORT |
| PFF · iShares Trust | 0,40% | 2.353.122 SH | 8 Agu 2026 | Harian |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,39% | 1.224 NS | 31 Mei 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,36% | 253 NS | 30 April 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,35% | 2.608 NS | 30 April 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,34% | 753 NS | 30 April 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,34% | 759 NS | 30 April 2026 | N-PORT |
| USMV · iShares Trust | 0,34% | 36.819 SH | 8 Agu 2026 | Harian |
| FFSM · FIDELITY COVINGTON TRUST | 0,34% | 2.192 NS | 30 April 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,33% | 107.840 SH | 8 Agu 2026 | Harian |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,32% | 5.503.250 | 8 Agu 2026 | Harian |
| JOYT · J.P. Morgan Exchange-Traded Fund Tr… | 0,31% | 134 NS | 30 April 2026 | N-PORT |
| IYG · iShares Trust | 0,28% | 2.797 SH | 8 Agu 2026 | Harian |
| SMLF · iShares Trust | 0,28% | 5.327 SH | 8 Agu 2026 | Harian |
| IYF · iShares Trust | 0,27% | 5.270 SH | 8 Agu 2026 | Harian |
| VFMF · VANGUARD WELLINGTON FUND | 0,23% | 793 SH | 8 Agu 2026 | Harian |
| DFVE · DoubleLine ETF Trust | 0,22% | 32 NS | 31 Maret 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,22% | 106.678 SH | 8 Agu 2026 | Harian |
| SIZE · iShares Trust | 0,21% | 417 SH | 8 Agu 2026 | Harian |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,21% | 798 NS | 31 Mei 2026 | N-PORT |
| EUSA · iShares, Inc. | 0,21% | 1.764 SH | 8 Agu 2026 | Harian |
| FNCL · FIDELITY COVINGTON TRUST | 0,20% | 2.229 NS | 30 April 2026 | N-PORT |
| GSEW · Goldman Sachs ETF Trust | 0,19% | 1.736 NS | 31 Mei 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,18% | 605 NS | 31 Mei 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,18% | 169.894 SH | 8 Agu 2026 | Harian |
| VFH · VANGUARD WORLD FUND | 0,18% | 12.347 SH | 8 Agu 2026 | Harian |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,17% | 351 NS | 31 Mei 2026 | N-PORT |
| IWS · iShares Trust | 0,17% | 12.049 SH | 8 Agu 2026 | Harian |
| IMCV · iShares Trust | 0,16% | 840 SH | 8 Agu 2026 | Harian |
| IWR · iShares Trust | 0,13% | 32.601 SH | 8 Agu 2026 | Harian |
| IMCB · iShares Trust | 0,12% | 911 SH | 8 Agu 2026 | Harian |
| VLUE · iShares Trust | 0,11% | 4.687 SH | 8 Agu 2026 | Harian |
| DFLV · Dimensional ETF Trust | 0,11% | 3.183 NS | 30 April 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,10% | 7.624 NS | 30 April 2026 | N-PORT |
| FFLV · FIDELITY COVINGTON TRUST | 0,08% | 7 NS | 30 April 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,08% | 157 NS | 30 April 2026 | N-PORT |
| IMCG · iShares Trust | 0,08% | 1.417 SH | 8 Agu 2026 | Harian |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,07% | 4.406 NS | 31 Mei 2026 | N-PORT |
| SCHG · SCHWAB STRATEGIC TRUST | 0,07% | 20.854 NS | 31 Mei 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,07% | 15.118 NS | 30 April 2026 | N-PORT |
| GSLC · Goldman Sachs ETF Trust | 0,07% | 5.115 NS | 31 Mei 2026 | N-PORT |