§ 13F · FUND PROFILE
FIRST CITIZENS BANK & TRUST CO.
AUM · $6.7B (13F)Positions · 925Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$528M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | 3.42M | $993M | 14.8% | −24% |
| 2 | DFAL | DIMENSIONAL ETF TRUST | 9.66M | $486M | 7.3% | NEW |
| 3 | IWX | ISHARES TR | 4.50M | $473M | 7.1% | −24% |
| 4 | IWS | ISHARES TR | 2.40M | $394M | 5.9% | −10% |
| 5 | IEFA | ISHARES TR | 2.36M | $228M | 3.4% | +18% |
| 6 | IVV | ISHARES TR | 292K | $219M | 3.3% | +82% |
| 7 | AAPL | APPLE INC | 633K | $183M | 2.7% | +3% |
| 8 | IWP | ISHARES TR | 1.24M | $181M | 2.7% | −19% |
| 9 | FCNCA | FIRST CTZNS BANCSHARES INC D | 75K | $156M | 2.3% | −2% |
| 10 | NVDA | NVIDIA CORPORATION | 716K | $143M | 2.1% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
FIRST CITIZENS BANK & TRUST CO is a Dealer / Bank fund managing $6.7 billion in assets. The fund runs a broad portfolio of 925 positions.
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