Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FIRST CITIZENS BANK & TRUST CO (CIK 1092203) reported $4.75B across 632 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWX ($549.4M, 11.57%), IWS ($388.6M, 8.18%), IWP ($196.5M, 4.14%), AGG ($186.1M, 3.92%), IEFA ($182.7M, 3.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWX | ISHARES TR | $549.4M | 11.57% | 5.9M | Trimmed |
| 2 | IWS | ISHARES TR | $388.6M | 8.18% | 2.7M | Trimmed |
| 3 | IWP | ISHARES TR | $196.5M | 4.14% | 1.5M | Trimmed |
| 4 | AGG | ISHARES TR | $186.1M | 3.92% | 1.9M | Added |
| 5 | IEFA | ISHARES TR | $182.7M | 3.85% | 2.0M | Added |
| 6 | AAPL | APPLE INC | $163.0M | 3.43% | 642,203 | Trimmed |
| 7 | FCNCA | FIRST CTZNS BANCSHARES INC D | $144.4M | 3.04% | 76,638 | Trimmed |
| 8 | IWY | ISHARES TR | $125.4M | 2.64% | 4.5M | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $122.6M | 2.58% | 702,702 | Added |
| 10 | DFIS | DIMENSIONAL ETF TRUST | $108.0M | 2.27% | 3.2M | Trimmed |
| 11 | IVV | ISHARES TR | $104.8M | 2.21% | 160,514 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $95.0M | 2.00% | 256,556 | Added |
| 13 | TLH | ISHARES TR | $94.9M | 2.00% | 942,313 | Added |
| 14 | AMZN | AMAZON COM INC | $63.3M | 1.33% | 303,862 | Added |
| 15 | GOOG | ALPHABET INC | $53.4M | 1.12% | 186,070 | Added |
| 16 | AVGO | BROADCOM INC | $46.1M | 0.97% | 149,012 | Trimmed |
| 17 | AVUV | AMERICAN CENTY ETF TR | $45.3M | 0.96% | 410,476 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $44.8M | 0.94% | 152,331 | Added |
| 19 | IEMG | ISHARES INC | $41.4M | 0.87% | 593,577 | Trimmed |
| 20 | META | META PLATFORMS INC | $41.4M | 0.87% | 72,291 | Added |
| 21 | XOM | EXXON MOBIL CORP | $41.1M | 0.87% | 242,411 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $37.0M | 0.78% | 128,497 | Trimmed |
| 23 | VTEB | VANGUARD MUN BD FDS | $30.4M | 0.64% | 609,855 | Trimmed |
| 24 | TSLA | TESLA INC | $29.6M | 0.62% | 79,730 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $28.5M | 0.60% | 47,612 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31