DOSSIER · 13F-HR · Q3 2026
FIRST CITIZENS BANK & TRUST CO
$6.7B in tracked AUM across 1,136 positions as of Q3 2026.
FC
CIK 0001092203 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
First Citizens Bank & Trust Co manages a substantial investment portfolio totaling approximately $4.64 billion across 884 holdings. The portfolio experienced a significant contraction of 16.1% in value during the quarter, declining from $5.52 billion. This reduction in value is attributable not only to potential market depreciation but also to substantial active deleveraging, particularly in fixed income.
The investment strategy appears to be a **hybrid appro...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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