Sign In
test

Sonya Newkirk

First Citizens Bank & Trust Co

Assets Managed
$6.687B
Holdings
644
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
40.84%(2Q avg: 19.98%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in First Citizens Bank & Trust Co's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 644 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 6.687B in assets, with a quarterly growth rate of 40.84% and a 2-quarter average growth rate of 19.98%. The portfolio is managed by Sonya Newkirk, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -24.25%
14.89%
$995.541M
3.426M shares@ $290.62 avg price
DFAL
Dimsnl Us Lc Cr Eq Mt Etf
Recent Activity
New Position
7.3%
$488.1M
9.694M shares@ $50.36 avg price
IWX
Ishares Russell Top 200 Valu
Recent Activity
Decreased -23.85%
7.1%
$474.699M
4.514M shares@ $105.16 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Decreased -9.66%
5.93%
$396.469M
2.409M shares@ $164.6 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 18.33%
3.45%
$230.622M
2.388M shares@ $96.58 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 82.05%
3.28%
$218.835M
292,212 shares@ $748.89 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.01%
2.87%
$191.41M
661,495 shares@ $289.36 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Decreased -18.97%
2.73%
$181.98M
1.243M shares@ $146.41 avg price
FCNCA
First Citizens Bcshs -cl A
Recent Activity
Decreased -1.97%
2.34%
$156.311M
75,121 shares@ $2080.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.27%
2.22%
$148.007M
739,700 shares@ $200.09 avg price

1-10 of 644