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First Citizens Investor Services

Latest statistics and disclosures from First Citizens Investor Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are AGG, IWS, IEF, MUB, IWP, and represent % of First Citizens Investor Services's stock portfolio.
Central Index Key (CIK): 0001051487

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Portfolio Holdings for First Citizens Investor Services

First Citizens Investor Services holds 23 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Valued At
iShares Core US Aggregate Bond ETF Etf (AGG)	$0	View chart
iShares Russell Mid-Cap Value ETF Etf (IWS)	$0	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	$0	View chart
iShares National Muni Bond ETF Etf (MUB)	$0	View chart
iShares Russell Mid-Cap Growth ETF Etf (IWP)	$0	View chart
iShares MBS ETF Etf (MBB)	$0	View chart
iShares MSCI ACWI ETF Etf (ACWI)	$0	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	$0	View chart
iShares MSCI EAFE Small-Cap ETF Etf (SCZ)	$0	View chart
iShares Russell Top 200 Growth ETF Etf (IWY)	$0	View chart
iShares Russell Top 200 Value ETF Etf (IWX)	$0	View chart
Vanguard Russell 2000 ETF Etf (VTWO)	$0	View chart
SPDR Blmbg Em Mkts Lcl Bd ETF Etf (EBND)	$0	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	$0	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	$0	View chart
Vanguard Emerging Mkts Govt Bd ETF Etf (VWOB)	$0	View chart
Vanguard Intl Hi Div Yld Idx ETF Etf (VYMI)	$0	View chart
iShares Fallen Angels USD Bond ETF Etf (FALN)	$0	View chart
Invesco Senior Loan ETF Etf (BKLN)	$0	View chart
SPDR Blmbg High Yield Bd ETF Etf (JNK)	$0	View chart
Avantis U.S. Small Cap Value ETF Etf (AVUV)	$0	View chart
Dimensional Intern Small Cap ETF Etf (DFIS)	$0	View chart
Vanguard Core Bond ETF Etf (VCRB)	$0	View chart

Past Filings by First Citizens Investor Services

SEC 13F filings are viewable for First Citizens Investor Services going back to 2025

First Citizens Investor Services 2025 Q4 restated filed Feb. 5, 2026
First Citizens Investor Services 2025 Q4 filed Jan. 30, 2026
First Citizens Investor Services 2025 Q3 filed Nov. 4, 2025

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