FC

FIRST CITIZENS BANK & TRUST CO

13F
FIRST CITIZENS BANK & TRUST CO
Last update 2025-04-14 508 Stocks (74 new)
Value $3.94 Bil Turnover 7 %
Countries:
Top Holdings: IWX(12.19%)IWS(8.39%)MUB(7.29%)IWP(5.13%)IEFA(3.92%)
Summary Stock Picks Current Portfolio
FIRST CITIZENS BANK & TRUST CO... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWX 		iShares Russell Top 200 Value ETF
5,842,083
480,102.4
+1.24%
12.190
+0.15%
15.460
-2.77%
+3.94%
2,668.7
 
IWS 		iShares Russell Mid-Cap Value ETF
2,621,658
330,250.3
+2.00%
8.390
+0.16%
2.500
-2.07%
-0.58%
13,037.4
 
MUB 		iShares National Muni Bond ETF
2,724,033
287,222.0
+3.21%
7.290
+0.23%
0.720
-2.78%
-1.50%
38,757.2
 
IWP 		iShares Russell Mid-Cap Growth ETF
1,718,557
201,913.3
-4.06%
5.130
-0.17%
1.220
+4.80%
+4.97%
18,458.5
 
IEFA 		iShares Core MSCI EAFE ETF
2,039,332
154,275.5
-75.36%
3.920
-8.05%
0.120
+9.53%
+17.47%
139,556.8
 
FCNCA 		First Citizens BancShares Inc
78,874
146,241.9
-13.81%
3.710
-0.49%
0.580
-9.67%
-12.36%
24,355.5
Banks
AAPL 		Apple Inc
615,166
136,646.8
+1.99%
3.470
+0.07%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
DFIS 		Dimensional International Small Cap ETF
3,790,191
97,938.5
New Holding
2.490
+2.49%
3.690
+13.47%
+17.58%
2,829.2
 
IVV 		iShares Core S&P 500 ETF
165,413
92,945.6
-0.70%
2.360
-0.01%
0.020
-0.51%
+0.90%
582,590.8
 
MSFT 		Microsoft Corp
247,070
92,747.6
+1.73%
2.360
+0.04%
0.000
+16.18%
+9.64%
3,421,645.9
Software

FIRST CITIZENS BANK & TRUST CO's Historical Top Holdings Breakdowns

FIRST CITIZENS BANK & TRUST CO's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Reduce
-8.05%
●
69.57 ($74.78) 78.65
$82.56
10.40%
Reduce -75.36%
2,039,332
-6,236,612
DFIS 		Dimensional International Small Cap ETF2025-03-31New Buy
+2.49%
●
23.92 ($25.57) 26.87
$28.84
12.79%
New holding
3,790,191
3,790,191
FCNCA 		First Citizens BancShares Inc2025-03-31Reduce
-0.49%
●
1728.36 ($2036.71) 2231.14
$1,848.08
-9.26%
Reduce -13.81%
78,874
-12,633
MUB 		iShares National Muni Bond ETF2025-03-31Add
+0.23%
●
104.71 ($106.35) 107.68
$103.85
-2.35%
Add 3.21%
2,724,033
84,655
MO 		Altria Group Inc2025-03-31Add
+0.21%
●
50.81 ($54.6) 60.02
$60.61
11.01%
Add 169.24%
219,994
138,286
BKNG 		Booking Holdings Inc2025-03-31Add
+0.21%
●
4295.4 ($4781.72) 5141.88
$5,518.93
15.42%
Add 2935.48%
1,882
1,820
CSGP 		CoStar Group Inc2025-03-31Add
+0.20%
●
69.29 ($76.08) 80.37
$73.56
-3.31%
Add 1535.33%
102,846
96,557
AES 		The AES Corp2025-03-31New Buy
+0.19%
●
9.93 ($11.57) 13.23
$10.09
-12.79%
New holding
600,545
600,545
IWP 		iShares Russell Mid-Cap Growth ETF2025-03-31Reduce
-0.17%
●
114.9 ($128.55) 139.6
$132.94
3.42%
Reduce -4.06%
1,718,557
-72,745
IWS 		iShares Russell Mid-Cap Value ETF2025-03-31Add
+0.16%
●
122.59 ($130.21) 135.24
$128.13
-1.60%
Add 2%
2,621,658
51,406

FIRST CITIZENS BANK & TRUST CO Total Holding History ($B)

To

FIRST CITIZENS BANK & TRUST CO's Asset Allocation

To

FIRST CITIZENS BANK & TRUST CO Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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FIRST CITIZENS BANK & TRUST CO's Hypothetical Growth since 2025-03-31

FIRST CITIZENS BANK & TRUST CO's Yearly Returns

Year Portfolio % % Excess Gain %

FIRST CITIZENS BANK & TRUST CO's Holdings Heat Map

Size field:

FIRST CITIZENS BANK & TRUST CO's Holdings Bubble Chart

FIRST CITIZENS BANK & TRUST CO News

  • 1

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