First Citizens Asset Management, Inc.

Q4 2022 13F-HR/A Holdings

Location
Raleigh, NC
Holdings as of
12/31/2022
Date filed
4/28/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
25
Total value ($000)
$273,263
Net value change ($000)
—
New positions
25
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 4/28/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWY 72,182 —
AGG 63,655 —
IWX 38,376 —
IEFA 30,146 —
MUB 17,871 —
IWS 16,822 —
IWP 11,390 —
IEMG 5,667 —
VTWO 5,266 —
TLH 3,094 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type