FIRST CITIZENS BANK & TRUST CO
•CIK: 1092203•Filing: Q4 2025
**FIRST CITIZENS BANK & TRUST CO** manages $172M across a concentrated portfolio of three positions. The fund exhibits a significant overweighting in its largest holding, FCNCA, representing $168.4M of total assets. Remaining allocations are weighted toward SOLS ($2.3M) and MCK ($1.7M). This structure indicates a highly concentrated, single-name bias within the current investment mandate.
Total AUM
$172.4M
QoQ Performance
-96.3%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
FCNCA
FCNCA97.7%
SOLS1.3%
MCK1.0%
📈 Biggest Buys
📉 Biggest Sells
FCNCA
FIRST CTZNS BANCSHARES INC D
-0.2%
97.7% of portfolio
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
+620 more exited positions
Changes from Q3 2025
NEW1 new position
↑1 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022