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First Citizens Financial Corp.
First Citizens BancShares, Inc. is a top 20 U.S. financial institution with a legacy of strength and stability. It offers a range of financial services through First-Citizens Bank & Trust Company, including banking, lending, and investment services.
Latest 13F Filing Activity
First Citizens Financial Corp. filed their most recent 13F report on Sep 30, 2025 disclosing 135 equity positions with a total 13F market value of $202M. The fund increased holdings in Ishare Dow Jones Tech, Apple Inc., Vanguard Total Stock MKT Index among other positions. First Citizens Financial Corp. reduced exposure to Ishares Short Maturity Municipal Bond Active Etf, Us Bancorp Del Com, Eli Lilly & Co. among others.
Top Holdings
Equity Positions (135)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IYW | ISHARE DOW JONES TECH | 8.95% | $18.1M | 92,398 | $109.85 | $195.86 | +$2.0M |
E EFA | ISHARE MSCI EAFE FUND | 3.77% | $7.6M | 81,606 | $72.50 | $93.37 | +$217.9K |
I IJK | ISHARE S&P MIDCAP 400/GROWTH INDEX FUND | 3.53% | $7.1M | 74,523 | $76.37 | $95.89 | +$516.8K |
I IYF | ISHARE DOW JONES FINANCIAL SECTOR | 3.51% | $7.1M | 55,996 | $74.61 | $126.64 | +$298.3K |
I IJJ | ISHARE S&P MIDCAP 400/VALUE INDEX FUND | 3.29% | $6.7M | 51,282 | $108.55 | $129.72 | +$448.0K |
Industry Allocation
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