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Jeffrey P Gribben

@First Citizens Financial Corp

Latest period2024 - Q4ReportedManaged Assets$184.195MTotal holdings121
Assets growth rate-2.56%Assets growth rate (2-Q avg)4.66%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in First Citizens Financial Corp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of First Citizens Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 184.195M in assets, with a quarterly growth rate of -2.56% and a 2-quarter average growth rate of 4.66%. The portfolio is managed by Jeffrey P Gribben, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FLCBFranklin Us Core Bond Etf
Recent Activity
New Position
0.17%
$308,062
14,607 shares@ $21.1 avg price
BXBlackstone Group Inc Ord Shs Class A
Recent Activity
New Position
0.15%
$267,251
1,550 shares@ $172.42 avg price
XLFSelect Sector Spdr Trx Financial
Recent Activity
New Position
0.14%
$251,896
5,212 shares@ $48.34 avg price
GOOGAlphabet Inc Class C
Recent Activity
New Position
0.13%
$233,860
1,228 shares@ $190.44 avg price
KKRKkr & Co Inc Com
Recent Activity
New Position
0.13%
$221,865
1,500 shares@ $147.91 avg price
FSBDFidelity Sustainable Core Bond
Recent Activity
New Position
0.12%
$207,004
4,465 shares@ $46.37 avg price