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First Citizens Bank & Trust 13F: Adds $5.3M to AGG Stake

First Citizens Bank & Trust raised its AGG stake by 4.15%, adding 55,697 shares.

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Reviewed by automated data checks against the source filing. How we make and check alerts

First Citizens Bank & Trust added 55,697 shares to its stake in iShares Core U.S. Aggregate Bond ETF ($AGG), a 4.15% increase, according to a 13F filing with the SEC dated October 14, 2026. It reported 1,397,620 shares worth $132.13 million at the end of the quarter.

Since the filing, $AGG is up 0.6% to date (from the $94.82 close on Oct 14, 2026).

Find the original: First Citizens Bank & Trust 13F filings on SEC EDGAR

AGG iShares Core U.S. Aggregate Bond ETF
$95.38 -1.54% year to date
Daily close · Oct 16, 2026

Key Points

  • First Citizens Bank & Trust increased its AGG holdings by 55,697 shares, reaching a total of 1,397,620 shares.
  • The value of First Citizens Bank & Trust's AGG position is now approximately $132.1 million.
  • This filing reflects the fund's holdings as of October 14, 2026, and may not represent its current position.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares Core U.S. Aggregate Bond ETF alert may contain errors. Disclosures

First Citizens Bank & Trust has increased its stake in AGG, according to its latest filing with the SEC. The bank added 55,697 shares, bringing its total holdings to 1,397,620 shares. This represents a 4.15% increase from its previous position. The total value of the bank's investment in AGG is now approximately $132.1 million.

13F track record

First Citizens Bank & Trust vs. the S&P 500

YTD return +4.17% hypothetical
All-time return +4.17% S&P 500 +4.11%
vs. S&P 500 +0.06% ahead of the index

Hypothetical returns from First Citizens Bank & Trust's disclosed trades, not real profit or advice. How we model this.

What Changed in First Citizens Bank & Trust's AGG Position

First Citizens Bank & Trust boosted its holdings in AGG by 4.15%, adding 55,697 shares to bring its total to 1,397,620 shares. The reported value of this position is now about $132.1 million.

Bottom Line

First Citizens Bank & Trust's decision to increase its stake in AGG highlights its confidence in the investment. While 13F filings provide a snapshot of a fund's holdings at the end of the reporting period, they may not reflect current positions. Investors keep an eye on these filings to gauge institutional sentiment and strategy.

Related Filing Alerts

Source: First Citizens Bank & Trust's 13F filing on $AGG (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: First Citizens Bank & Trust 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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