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Bill Scoggins

First Citizens Asset Management, Inc.

Assets Managed
$282.06M
Holdings
28
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
-1.37%(2Q avg: 0.31%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in First Citizens Asset Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of First Citizens Asset Management, Inc. 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 282.06M in assets, with a quarterly growth rate of -1.37% and a 2-quarter average growth rate of 0.31%. The portfolio is managed by Bill Scoggins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 3.01%
26.72%
$75.354M
302,820 shares@ $248.84 avg price
IWX
Ishares Russell Top 200 Valu
Recent Activity
Increased 5.39%
16.88%
$47.607M
513,728 shares@ $92.68 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 0.6%
12.49%
$35.228M
455,264 shares@ $77.39 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 4.1%
10.87%
$30.658M
308,839 shares@ $99.28 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Increased 5.67%
8.5%
$23.97M
164,471 shares@ $145.75 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 0.67%
7.46%
$21.014M
232,123 shares@ $90.53 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Decreased -8.71%
4.11%
$11.566M
90,273 shares@ $128.12 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 1.66%
2.63%
$7.397M
106,046 shares@ $69.76 avg price
VTWO
Vanguard Russell 2000 Etf
Recent Activity
Increased 0.41%
2.38%
$6.704M
66,923 shares@ $100.17 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -31.18%
2.35%
$6.625M
62,412 shares@ $106.16 avg price

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