First Citizens Financial Corp

All 13F Filings

Location
Mason City, IA
Most recent 13F
Q2 2026
Holdings value ($000)
239,192
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/7/2026 139 239,192 13F-HR First Citizens Financial Corp
Q1 2026 4/7/2026 135 211,823 13F-HR First Citizens Financial Corp
Q4 2025 1/6/2026 127 202,428 13F-HR First Citizens Financial Corp
Q3 2025 10/3/2025 136 202,296 13F-HR First Citizens Financial Corp
Q2 2025 7/7/2025 124 181,768 13F-HR First Citizens Financial Corp
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 64.6 K 27.0% 6.676 K 0 6.676 K
ETFs 174.6 K 73.0% 20.69 K 0 20.69 K
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Fund Snapshot

Q2 2026
Latest filed
7/7/2026
Total value ($000)
239,192
Holdings
139
QoQ value change ($000)
27,369 (12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.