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First Citizens Financial - Q3 2026 13F Filings

FI

First Citizens Financial Corp

CIK: 0001800597
Address: Iowa Mason City 2601 4Th St Sw
$237.93 M
Portfolio Value
137
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/02/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. JPST Jpmorgan Ultra-Short Income Etf
+$1.7 M
2. PULS Pgim Ultra Short Bond Etf
+$857,982.52
3. NEAR Ishares Short Duration Bond Active Etf
+$566,758.67
4. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$422,826.95
5. VTI Vanguard Total Stock Market Etf
+$394,448.97

Top Sells

Q3 2026
1. JPIB Jpmorgan Intl Bnd Etf
−$402,086.82
2. EFA Ishares Msci Eafe Etf
−$296,190.4
3. HON Honeywell International
−$223,900
4. IYW Ishares Us Technology Etf
−$221,721.3
5. SO The Southern Company
−$221,569

Asset Allocation

Stocks/ETFs
-0.52%
$237.85 M 99.96%
Options
$0 0.00%
Debt
-10.58%
$84,542 0.04%
Other
$0 0.00%

Sector Allocation (Stocks)

First Citizens Financial Q3 2026 Filing Summary

First Citizens Financial Corp filed its 13F report for Q3 2026 on October 02, 2026. The portfolio totaled 237.93 M reflecting a -0.53% change from the prior quarter, spanning 137 assets. The top 10 holdings comprised 35.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 5 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for First Citizens Financial’s Q3 2026 Filing

First Citizens Financial submitted their Form 13F-HR for the Q3 2026 period on 10/02/2026. This was the only submission for the quarter.

In the Q3 2026 filing, First Citizens Financial reported a managed portfolio value of 237.93 M, consisting of 138 individual positions.

This page displays the raw filing documents. To see which stocks First Citizens Financial bought or sold during Q3 2026, please visit First Citizens Financial's Portfolio Analysis page.