StockDriftsStockDriftsTop 50 First Citizens Bank & Trust CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | 14.89% | 3.43M | $995.5M | -24.26%(-1.10M) | $144.84(+100.43%) | 2026-06-30 | |
| IWX | ISHARES TR | 7.1% | 4.51M | $474.7M | -23.85%(-1.41M) | $63.24(+78.77%) | 2026-06-30 | |
| IWS | ISHARES TR | 5.93% | 2.41M | $396.5M | -9.66%(-257.67K) | $114.03(+50.38%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.45% | 2.39M | $230.6M | +18.33%(+369.84K) | $71.42(+41.47%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.27% | 292.2K | $218.8M | +82.05%(+131.70K) | $560.10(+38.79%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.86% | 661.5K | $191.4M | +3.00%(+19.29K) | $135.73(+125.95%) | 2026-06-30 | |
| IWP | ISHARES TR | 2.72% | 1.24M | $182.0M | -18.98%(-291.15K) | $105.47(+36.98%) | 2026-06-30 | |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 2.34% | 75.1K | $156.3M | -1.98%(-1.52K) | $463.79(+383.04%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.21% | 739.7K | $148.0M | +5.27%(+37.00K) | $87.27(+152.61%) | 2026-06-30 | |
| AGG | ISHARES TR | 1.99% | 1.34M | $132.8M | -28.44%(-533.24K) | $99.09(-1.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.48% | +42.31% | +6.70% | +38.28% |
| Top 20 Holdings Unweighted | +14.98% | +52.01% | +8.59% | +51.01% |
First Citizens Bank & Trust CO reports $6.69B in US-listed equity holdings across 644 positions in its most recent 13F filing. Its largest disclosed positions are IWY (14.9%), IWX (7.1%) and IWS (5.9%). The top 20 holdings account for 57.9% of reported assets. Its disclosed equity book has returned +42.31% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track First Citizens Bank & Trust CO, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from First Citizens Bank & Trust CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1092203). View First Citizens Bank & Trust CO’s 13F filings on SEC