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Sonya Newkirk

First Citizens Bank & Trust Co

Assets Managed
$4.748B
Holdings
634
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-0.88%(2Q avg: 1.21%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in First Citizens Bank & Trust Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 634 positions.

Assets under management

The assets under management (AUM) of First Citizens Bank & Trust Co 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 2026 - Q1, they manage 4.748B in assets, with a quarterly growth rate of -0.88% and a 2-quarter average growth rate of 1.21%. The portfolio is managed by Sonya Newkirk, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWX
Ishares Russell Top 200 Valu
Recent Activity
Decreased -0.92%
11.58%
$549.351M
5.928M shares@ $92.67 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Decreased -2.41%
8.19%
$388.594M
2.666M shares@ $145.74 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Decreased -12.11%
4.14%
$196.548M
1.534M shares@ $128.12 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 170.95%
3.93%
$186.148M
1.875M shares@ $99.27 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 6.65%
3.85%
$182.694M
2.018M shares@ $90.53 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.64%
3.44%
$162.985M
642,203 shares@ $253.79 avg price
FCNCA
First Citizens Bcshs -cl A
Recent Activity
Decreased -2.32%
3.05%
$144.437M
76,638 shares@ $1884.66 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -0.6%
2.65%
$125.418M
4.523M shares@ $27.74 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.5%
2.59%
$122.551M
702,702 shares@ $174.4 avg price
DFIS
Dimensional International Sm
Recent Activity
Decreased -7.74%
2.28%
$108.008M
3.208M shares@ $33.67 avg price

1-10 of 634