13F Filings History of FIRST CITIZENS BANK & TRUST CO

Latest 13F report
Q3 2025 - 31 Oct 2025
Value $
$4,386,026,505
Signature - Title
Sonya Newkirk - Sonya Newkirk
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by FIRST CITIZENS BANK & TRUST CO. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FIRST CITIZENS BANK & TRUST CO reported 628 stock holdings with total value $4,386,026,505 as of Q3 2025. Top holdings included IWX, IWS, IWP, AAPL, and IEFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 628 $4,386,026,505 +$261,301,600 -$1,459,277,802 -$1,197,976,202 IWX, IWS, IWP, AAPL, IEFA 13F-HR 31 Oct 2025, 12:33
Q2 2025 610 $5,337,928,943 +$1,465,186,038 -$240,788,058 +$1,224,397,980 AGG, IWX, IWS, MUB, IWP 13F-HR 30 Jul 2025, 14:56
Q1 2025 510 $3,856,454,190 +$261,545,924 -$1,634,372,555 -$1,372,826,631 IWX, IWS, MUB, IWP, IEFA 13F-HR 14 Apr 2025, 13:34
Q4 2024 471 $5,262,243,377 +$1,282,825,771 -$365,006,843 +$917,818,928 AGG, IEFA, IWX, IWS, MUB 13F-HR 21 Jan 2025, 15:17
Q3 2024 462 $4,406,439,334 +$271,802,157 -$1,355,157,196 -$1,083,355,039 IEFA, IWX, IWS, MUB, FCNCA 13F-HR 17 Oct 2024, 13:12
Q2 2024 443 $5,173,143,726 +$194,438,700 -$118,503,792 +$75,934,908 AGG, IWX, IEFA, IWS, MUB 13F-HR 19 Jul 2024, 11:52
Q1 2024 428 $5,162,029,387 +$916,757,513 -$673,181,928 +$243,575,585 AGG, IWX, IEFA, IWS, MUB 13F-HR 15 Apr 2024, 11:07
Q4 2023 357 $5,507,548,776 +$453,937,031 -$556,935,936 -$102,998,905 IWY, AGG, IEFA, IWX, MUB 13F-HR 22 Jan 2024, 16:09
Q3 2023 368 $5,134,094,278 +$367,283,757 -$482,956,230 -$115,672,473 AGG, IWY, IWX, MUB, IEFA 13F-HR 30 Oct 2023, 17:00
Q2 2023 365 $5,440,836,804 +$708,294,262 -$518,569,438 +$189,724,824 IWY, AGG, IWX, MUB, IEFA 13F-HR 15 Aug 2023, 11:41
Q1 2023 326 $5,012,075,002 +$2,218,944,810 -$705,624,939 +$1,513,319,871 IWY, AGG, IWX, JVAL, MUB 13F-HR 11 May 2023, 11:57
Q4 2022 316 $3,300,324,000 +$189,899,335 -$152,942,900 +$36,956,435 IWY, USMV, IWS, IWX, IWP 13F-HR 24 Jan 2023, 15:10
Q3 2022 305 $3,046,345,000 +$786,577,920 -$396,345,565 +$390,232,355 IWY, IWS, USMV, IWX, IWP 13F-HR 20 Oct 2022, 16:08
Q2 2022 388 $2,826,544,000 +$787,597,138 -$93,279,265 +$694,317,873 IWY, IWX, IWS, IWP, IWL 13F-HR 26 Jul 2022, 14:08
Q1 2022 411 $2,571,716,000 +$268,869,030 -$82,495,081 +$186,373,949 IWY, IWX, IWL, VTWO, FCNCA 13F-HR 26 Apr 2022, 17:16
Q4 2021 410 $2,552,771,000 +$347,170,220 -$55,869,685 +$291,300,535 IWY, IWX, IWL, FCNCA, VTWO 13F-HR 11 Mar 2022, 10:35
Q3 2021 408 $2,092,829,000 +$70,514,801 -$74,189,718 -$3,674,917 IWY, IWX, IWL, FCNCA, VTWO 13F-HR 15 Oct 2021, 11:26
Q2 2021 408 $2,109,538,000 +$90,485,293 -$225,246,708 -$134,761,415 IWY, IWX, IWL, FCNCA, VTWO 13F-HR 14 Jul 2021, 10:04
Q1 2021 390 $2,120,879,000 +$97,836,428 -$83,958,292 +$13,878,136 IWY, IWX, IWL, FCNCA, IEFA 13F-HR 14 Apr 2021, 10:29
Q4 2020 368 $1,957,625,000 +$433,482,881 -$62,311,207 +$371,171,674 IWY, IWX, IWL, FCNCA, IEFA 13F-HR 13 Jan 2021, 08:23
Q3 2020 364 $1,402,011,000 +$310,538,385 -$119,362,856 +$191,175,529 IWY, IWX, IWL, IEFA, AAPL 13F-HR 15 Oct 2020, 14:19
Q2 2020 386 $1,187,648,000 +$340,502,751 -$99,870,514 +$240,632,237 IWY, IWX, FCNCA, IEFA, IWL 13F-HR 15 Jul 2020, 10:35
Q1 2020 306 $814,927,000 +$172,492,708 -$122,038,132 +$50,454,576 IEFA, FCNCA, MSFT, AAPL, IJR 13F-HR 17 Apr 2020, 09:43
Q4 2019 358 $1,010,712,000 +$228,592,089 -$46,382,673 +$182,209,416 FCNCA, ACWI, IWP, AAPL, IWS Restatement 15 Jan 2020, 15:19
Q3 2019 358 $810,383,000 +$59,469,258 -$108,906,568 -$49,437,310 FCNCA, AAPL, MSFT, IJR, BRKA 13F-HR 17 Oct 2019, 17:32
Q2 2019 405 $890,338,000 +$52,354,628 -$50,024,572 +$2,330,056 IJH, FCNCA, AAPL, MSFT, BRKA Restatement 11 Jul 2019, 17:07
Q1 2019 385 $862,686,000 +$78,675,871 -$87,398,305 -$8,722,434 IJH, FCNCA, AAPL, IJR, BRKA 13F-HR 12 Apr 2019, 11:07
Q4 2018 395 $819,319,000 +$145,552,191 -$56,284,434 +$89,267,757 IJH, FCNCA, BRKA, AAPL, IJR 13F-HR 15 Jan 2019, 09:57
Q3 2018 413 $900,325,000 +$112,910,614 -$53,410,160 +$59,500,454 IJH, FCNCA, AAPL, IJR, BRKA 13F-HR 18 Oct 2018, 14:33
Q2 2018 400 $771,173,000 +$129,378,677 -$46,632,149 +$82,746,528 IJH, IJR, AAPL, BRKA, MSFT 13F-HR 11 Jul 2018, 13:51
Q1 2018 389 $695,965,000 +$85,779,443 -$53,579,051 +$32,200,392 IJH, IJR, AAPL, JPM, MSFT 13F-HR 11 Apr 2018, 14:17
Q4 2017 377 $711,773,000 +$56,601,940 -$94,534,267 -$37,932,327 IJH, SPY, IJR, AAPL, JPM 13F-HR 10 Jan 2018, 13:41
Q3 2017 384 $721,099,000 +$64,769,848 -$67,765,165 -$2,995,317 IJH, SPY, AAPL, IJR, JPM 13F-HR 12 Oct 2017, 09:39
Q2 2017 407 $739,509,000 +$79,094,003 -$104,069,205 -$24,975,202 IJH, SPY, AAPL, JPM, IJR 13F-HR 24 Jul 2017, 10:14
Q1 2017 444 $765,964,000 +$192,152,163 -$291,463,735 -$99,311,572 IJH, AAPL, SPY, JPM, IJR 13F-HR 25 Apr 2017, 13:42
Q4 2016 448 $912,551,000 +$81,168,413 -$294,354,667 -$213,186,254 SPY, IJH, JPM, XOM, MSFT 13F-HR 06 Feb 2017, 13:06
Q3 2016 468 $1,097,823,000 +$219,228,393 -$214,838,594 +$4,389,799 SPY, XOM, MSFT, JPM, JNJ 13F-HR 28 Oct 2016, 11:58
Q2 2016 462 $1,116,213,000 +$163,823,767 -$210,540,130 -$46,716,363 SPY, XOM, JPM, MSFT, T 13F-HR 28 Jul 2016, 14:53
Q1 2016 420 $1,197,599,000 +$185,302,528 -$263,360,219 -$78,057,691 SPY, MSFT, AAPL, JPM, CSCO 13F-HR 19 Apr 2016, 16:33
Q4 2015 368 $1,369,630,000 +$170,318,665 -$155,644,464 +$14,674,201 SPY, AAPL, JPM, MSFT, PFE 13F-HR 03 Feb 2016, 14:52
Q3 2015 387 $1,346,254,000 +$227,314,680 -$127,812,347 +$99,502,333 SPY, AAPL, JPM, PFE, CSCO Restatement 03 Nov 2015, 13:53
Q2 2015 408 $1,444,303,000 +$217,032,486 -$144,486,707 +$72,545,779 SPY, AAPL, JPM, XOM, WFC 13F-HR 29 Jul 2015, 15:32
Q1 2015 386 $1,445,820,000 +$302,079,229 -$91,413,013 +$210,666,216 SPY, AAPL, XOM, KR, WFC 13F-HR 13 May 2015, 21:02
Q4 2014 325 $1,304,065,000 +$174,755,766 -$62,679,668 +$112,076,098 SPY, KR, MSFT, WFC, AAPL 13F-HR 27 Jan 2015, 14:45
Q3 2014 319 $1,219,987,000 +$153,751,703 -$41,743,251 +$112,008,452 SPY, MSFT, NOC, WFC, XOM 13F-HR 08 Oct 2014, 13:21
Q2 2014 338 $1,173,566,000 +$164,105,510 -$52,012,137 +$112,093,373 SPY, MSFT, WFC, T, AAPL 13F-HR 05 Aug 2014, 15:26
Q1 2014 318 $1,105,785,000 +$137,405,540 -$77,569,154 +$59,836,386 SPY, WFC, MSFT, JNJ, NOC 13F-HR 10 Apr 2014, 11:46
Q4 2013 325 $1,100,085,000 $0 SPY, DJP, MSFT, WFC, KR 13F-HR 13 Feb 2014, 13:43