account_balance

Investment manager · 13F filer · SEC CIK 1092203

First Citizens Bank & Trust Co

Reported value$6.73Bas of Sep 30, 2026
Positions708 139 new, 75 sold out
Top 10 weight49.1%DFAL alone is 15%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAL Dimensional ETF Trust 14.5% Added +96%
IWY iShares Tr 7.6% Trimmed −50%
IWS iShares Tr 4.4% Trimmed −23%
IWX iShares Tr 4.3% Trimmed −42%
AAPL Apple Inc. 3.7% Added +12%
IEFA iShares Tr 3.4% Held
IVV iShares Tr 3.3% Held
NVDA NVIDIA Corp 3.2% Added +28%MSFT Microsoft Corp 2.5% Added +24%FCNCA First Citizens Bancshares Inc 2.3% Held
AGG iShares Tr 2.0% Added +4%
DFIS Dimensional ETF Trust 1.8% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 13, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • IWY −50%
  • IWX −42%
  • LRCX −42%
  • IWP −29%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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