First Citizens Investor Services, Inc. Portfolio Holdings

First Citizens Investor Services, Inc.

  • $259 Billion
  • Q3 2025

First Citizens Investor Services, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $259 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $75.4B, Ishares Tr Russell 200 Value E with a value of $38.8B, Ishares Core U.S. Aggregate Bo with a value of $29.9B, Vanguard Core Bond ETF with a value of $29B, and Ishares Tr with a value of $20.2B.

Examining the 13F form we can see an increase of $259B in the current position value.

First Citizens Investor Services, Inc. is based out at Raleigh, NC

Below you can find more details about First Citizens Investor Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $259 Billion
ETFs: $230 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$75.4 Billion 29.16% of portfolio
275,704
Q3 2025 New
$0
$38.8 Billion 15.0% of portfolio
441,747
Q3 2025 New
$0
$29.9 Billion 11.54% of portfolio
297,831
Q3 2025 New
Vanguard Core Bond ETF
-
$29 Billion 11.19% of portfolio
-
Q3 2025 New
$0
$20.2 Billion 7.81% of portfolio
231,371
Q3 2025 New
$0
$19.7 Billion 7.6% of portfolio
140,799
Q3 2025 New
$0
$12.6 Billion 4.88% of portfolio
88,640
Q3 2025 New
$0
$9.35 Billion 3.61% of portfolio
87,772
Q3 2025 New
$0
$6.97 Billion 2.69% of portfolio
105,711
Q3 2025 New
$0
$6.23 Billion 2.41% of portfolio
63,687
Q3 2025 New
$0
$2.55 Billion 0.99% of portfolio
80,728
Q3 2025 New
$0
$2.34 Billion 0.9% of portfolio
30,459
Q3 2025 New
$0
$1.24 Billion 0.48% of portfolio
12,463
Q3 2025 New
$0
$916 Million 0.35% of portfolio
10,812
Q3 2025 New
$0
$586 Million 0.23% of portfolio
4,159
Q3 2025 New
$0
$480 Million 0.19% of portfolio
22,914
Q3 2025 New
$0
$453 Million 0.17% of portfolio
16,296
Q3 2025 New
$0
$439 Million 0.17% of portfolio
3,176
Q3 2025 New
$0
$443 Million 0.17% of portfolio
4,521
Q3 2025 New
$0
$288 Million 0.11% of portfolio
3,025
Q3 2025 New
$0
$222 Million 0.09% of portfolio
3,312
Q3 2025 New
$0
$218 Million 0.08% of portfolio
10,218
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $259 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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