StockDriftsStockDrifts| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | Avantis U.S. Small Cap Value ETF | 0% | 0 | — | -100.00%(-12.46K) | $95.31(+20.79%) | 2025-12-31 | |
| DFIS | Dimensional Intern Small Cap ETF | 0% | 0 | — | -100.00%(-80.73K) | $30.73(+16.84%) | 2025-12-31 | |
| BKLN | Invesco Senior Loan ETF | 0% | 0 | — | -100.00%(-22.91K) | $20.93(-1.84%) | 2025-12-31 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | 0% | 0 | — | -100.00%(-4.94K) | $96.11(-0.56%) | 2025-12-31 | |
| IEFA | iShares Core MSCI EAFE ETF | 0% | 0 | — | -100.00%(-231.37K) | $85.40(+12.92%) | 2025-12-31 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 0% | 0 | — | -100.00%(-105.71K) | $62.97(+21.14%) | 2025-12-31 | |
| AGG | iShares Core US Aggregate Bond ETF | 0% | 0 | — | -100.00%(-297.83K) | $99.72(-0.11%) | 2025-12-31 | |
| FALN | iShares Fallen Angels USD Bond ETF | 0% | 0 | — | -100.00%(-16.30K) | $27.46(-0.84%) | 2025-12-31 | |
| MBB | iShares MBS ETF | 0% | 0 | — | -100.00%(-3.02K) | $94.52(+0.79%) | 2025-12-31 | |
| ACWI | iShares MSCI ACWI ETF | 0% | 0 | — | -100.00%(-3.18K) | $133.42(+11.53%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.20% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.21% |
First Citizens Investor Services, Inc. reports $262.19M in US-listed equity holdings across 23 positions in its most recent 13F filing. The top 20 holdings account for 0% of reported assets. Its disclosed equity book has returned +1.20% cumulatively over 1 quarter. Figures reflect the Q4 2025 filing.
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Holdings on this page are parsed from First Citizens Investor Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1051487). View First Citizens Investor Services, Inc.’s 13F filings on SEC