StockDriftsStockDriftsTop 50 First Citizens Bank & Trust CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | 7.56% | 1.72M | $508.5M | -49.67%(-1.70M) | $144.84(+99.17%) | 2026-09-30 | |
| IWS | ISHARES TR | 4.42% | 1.85M | $297.6M | -23.13%(-557.11K) | $113.95(+44.96%) | 2026-09-30 | |
| IWX | ISHARES TR | 4.27% | 2.63M | $287.5M | -41.84%(-1.89M) | $63.24(+78.62%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.65% | 738.2K | $245.9M | +11.60%(+76.75K) | $153.97(+122.73%) | 2026-09-30 | |
| IEFA | ISHARES TR | 3.43% | 2.38M | $230.6M | -0.30%(-7.26K) | $71.42(+34.36%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.28% | 287.7K | $220.3M | -1.54%(-4.50K) | $560.10(+37.48%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.22% | 948.0K | $216.5M | +28.16%(+208.27K) | $115.17(+88.50%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.46% | 322.8K | $165.6M | +23.54%(+61.53K) | $318.67(+67.42%) | 2026-09-30 | |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 2.3% | 75.1K | $154.7M | -0.06%(-48) | $463.79(+352.11%) | 2026-09-30 | |
| AGG | ISHARES TR | 1.96% | 1.40M | $132.1M | +4.15%(+55.70K) | $99.00(-3.93%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.55% | +50.31% | +7.19% | +41.48% |
| Top 20 Holdings Unweighted | +16.83% | +59.45% | +9.16% | +55.00% |
First Citizens Bank & Trust CO reports $6.73B in US-listed equity holdings across 708 positions in its most recent 13F filing. Its largest disclosed positions are IWY (7.6%), IWS (4.4%) and IWX (4.3%). The top 20 holdings account for 49.12% of reported assets. Its disclosed equity book has returned +50.31% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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