First Citizens Financial Corp

All 13F Filings

Location
Mason City, IA
Most recent 13F
Q3 2026
Holdings value ($000)
237,934
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 10/2/2026 137 237,934 13F-HR First Citizens Financial Corp
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 62.6 K 26.3% 0 2.003 K -2.003 K
ETFs 175.3 K 73.7% 738 0 738
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Fund Snapshot

Q3 2026
Latest filed
10/2/2026
Total value ($000)
237,934
Holdings
137
QoQ value change ($000)
-1,258 (-0.5%)
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.