First Citizens Asset Management, Inc.
First Citizens Asset Management, Inc. reported 30 positions worth $312.9M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: IWY (27.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWY | SH | $86.1M | 27.51% | 296,224 | — | — | |
| ▸ 2 | IWX | SH | $57.9M | 18.51% | 550,641 | — | — | |
| ▸ 3 | VCRB | SH | $35.9M | 11.47% | 464,660 | — | — | |
| ▸ 4 | AGG | SH | $31.0M | 9.90% | 312,802 | — | — | |
| ▸ 5 | IWS | SH | $27.2M | 8.69% | 165,173 | — | — | |
| ▸ 6 | IEFA | SH | $20.5M | 6.55% | 212,161 | — | — | |
| ▸ 7 | IWP | SH | $12.5M | 3.99% | 85,212 | — | — | |
| ▸ 8 | IEMG | SH | $9.2M | 2.95% | 111,576 | — | — | |
| ▸ 9 | VTWO | SH | $8.6M | 2.76% | 71,124 | — | — | |
| ▸ 10 | MUB | SH | $6.7M | 2.14% | 62,199 | — | — |
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Frequently Asked Questions
What stocks does First Citizens Asset Management, Inc. hold as of Q2 2026?
First Citizens Asset Management, Inc. reported 30 positions worth $312.9M in its Q2 2026 13F filing. Largest positions: IWY (27.5%), IWX (18.5%), VCRB (11.5%), AGG (9.9%) and IWS (8.7%).
What did First Citizens Asset Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did First Citizens Asset Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.