FIRST CITIZENS BANK & TRUST CO SMMV ISHARES TR

Ownership history in FIRST CITIZENS BANK & TRUST CO  ·  13 quarters on record

AI Ownership Summary

FIRST CITIZENS BANK & TRUST CO reported ISHARES TR (SMMV) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows SMMV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SMMV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST CITIZENS BANK & TRUST CO's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SMMV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIRST CITIZENS BANK & TRUST CO held SMMV — position size vs. price
% of Fund (quarterly)    SMMV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 6,512 -500 -7.1% 0.00% $300K 2026-07-13 $46.50
2026 Q1 UNCHANGED 7,012 0% 0.01% $306K 2026-05-13 $44.10
2025 Q4 UNCHANGED 7,012 0% 0.01% $304K 2026-02-18 $44.99
2025 Q3 UNCHANGED 7,012 0% 0.01% $302K 2025-10-31 $41.41
2025 Q2 UNCHANGED 7,012 0% 0.01% $295K 2025-07-30 $40.95
2025 Q1 UNCHANGED 7,012 0% 0.01% $291K 2025-04-14 $39.60
2024 Q4 UNCHANGED 7,012 0% 0.01% $291K 2025-01-21 $41.52
2024 Q3 UNCHANGED 7,012 0% 0.01% $286K 2024-10-17 $40.42
2024 Q2 UNCHANGED 7,012 0% 0.00% $262K 2024-07-19 $37.24
2024 Q1 UNCHANGED 7,012 0% 0.01% $263K 2024-04-15 $34.19
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIRST CITIZENS BANK & TRUST CO and SMMV

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST CITIZENS BANK & TRUST CO reported owning SMMV?

FIRST CITIZENS BANK & TRUST CO reported SMMV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SMMV position in FIRST CITIZENS BANK & TRUST CO's portfolio?

The largest reported portfolio weight for SMMV was 0.01% in 2025 Q1.

What is the latest reported SMMV position on this page?

The most recent filing on this page is 2026 Q2, when FIRST CITIZENS BANK & TRUST CO reported 6,512 shares, equal to 0.00% of portfolio, with an estimated market value of $300K.

What does the chart on this SMMV ownership page compare?

The chart compares FIRST CITIZENS BANK & TRUST CO's quarterly SMMV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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