§ 13F · FUND PROFILE
FIRST CITIZENS BANK & TRUST CO.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $4.6B (13F)Positions · 884Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$103M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWX | ISHARES TR | 5.91M | $548M | 11.5% | −1% |
| 2 | IWS | ISHARES TR | 2.65M | $387M | 8.1% | −2% |
| 3 | IWP | ISHARES TR | 1.53M | $196M | 4.1% | −12% |
| 4 | AGG | ISHARES TR | 1.87M | $186M | 3.9% | +171% |
| 5 | IEFA | ISHARES TR | 1.99M | $180M | 3.8% | +7% |
| 6 | AAPL | APPLE INC | 605K | $154M | 3.2% | −1% |
| 7 | FCNCA | FIRST CTZNS BANCSHARES INC D | 76K | $142M | 3.0% | −2% |
| 8 | IWY | ISHARES TR | 4.51M | $123M | 2.6% | −1% |
| 9 | NVDA | NVIDIA CORPORATION | 679K | $118M | 2.5% | +3% |
| 10 | DFIS | DIMENSIONAL ETF TRUST | 3.19M | $108M | 2.3% | −8% |
§ 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 $4.6 billion in assets. The fund runs a broad portfolio of 884 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed