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 $6.69B across 644 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWY ($995.5M, 14.89%), DFAL ($488.1M, 7.30%), IWX ($474.7M, 7.10%), IWS ($396.5M, 5.93%), IEFA ($230.6M, 3.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | $995.5M | 14.89% | 3.4M | Trimmed |
| 2 | DFAL | DIMENSIONAL ETF TRUST | $488.1M | 7.30% | 9.7M | New |
| 3 | IWX | ISHARES TR | $474.7M | 7.10% | 4.5M | Trimmed |
| 4 | IWS | ISHARES TR | $396.5M | 5.93% | 2.4M | Trimmed |
| 5 | IEFA | ISHARES TR | $230.6M | 3.45% | 2.4M | Added |
| 6 | IVV | ISHARES TR | $218.8M | 3.27% | 292,212 | Added |
| 7 | AAPL | APPLE INC | $191.4M | 2.86% | 661,495 | Added |
| 8 | IWP | ISHARES TR | $182.0M | 2.72% | 1.2M | Trimmed |
| 9 | FCNCA | FIRST CTZNS BANCSHARES INC D | $156.3M | 2.34% | 75,121 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $148.0M | 2.21% | 739,700 | Added |
| 11 | AGG | ISHARES TR | $132.8M | 1.99% | 1.3M | Trimmed |
| 12 | DFIS | DIMENSIONAL ETF TRUST | $112.6M | 1.68% | 3.2M | Added |
| 13 | MSFT | MICROSOFT CORP | $97.5M | 1.46% | 261,320 | Added |
| 14 | GVI | ISHARES TR | $88.3M | 1.32% | 832,035 | Added |
| 15 | AMZN | AMAZON COM INC | $87.6M | 1.31% | 367,743 | Added |
| 16 | GOOG | ALPHABET INC | $68.7M | 1.03% | 194,403 | Added |
| 17 | TLH | ISHARES TR | $67.5M | 1.01% | 672,411 | Trimmed |
| 18 | AVGO | BROADCOM INC | $59.6M | 0.89% | 157,699 | Added |
| 19 | TLT | ISHARES TR | $58.4M | 0.87% | 675,969 | Added |
| 20 | AVUV | AMERICAN CENTY ETF TR | $53.6M | 0.80% | 429,436 | Added |
| 21 | IEMG | ISHARES INC | $51.5M | 0.77% | 622,153 | Added |
| 22 | LRCX | LAM RESEARCH CORP | $46.0M | 0.69% | 106,241 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $43.5M | 0.65% | 121,798 | Trimmed |
| 24 | META | META PLATFORMS INC | $42.0M | 0.63% | 74,624 | Added |
| 25 | AMAT | APPLIED MATLS INC | $41.7M | 0.62% | 57,637 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30