AWM
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Activest Wealth Management’s Citizens CIA Stock Holding History

Activest Wealth Management’s Portfolio CIA Stock Details CIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1K Hold
1,932
– – ﹤0.01% 559
2026
Q1 		$9.72K Hold
1,932
– – ﹤0.01% 695
2025
Q4 		$9.33K Hold
1,932
– – ﹤0.01% 673
2025
Q3 		$10.1K Hold
1,932
– – ﹤0.01% 503
2025
Q2 		$6.74K Buy
+1,932
New +$7.55K ﹤0.01% 507

Other funds holding CIA

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Activest Wealth Management's CIA Position: Q2 2026 in Review

Activest Wealth Management held its Citizens (CIA) position steady in Q2 2026 at 1,932 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Activest Wealth Management first reported a position in CIA in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold CIA as of Q2 2026.

  • Activest Wealth Management held 1,932 shares of Citizens worth $11.1K as of Q2 2026.
  • Activest Wealth Management left its Citizens share count unchanged in Q2 2026.
  • Citizens made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #559 holding.
  • Activest Wealth Management first reported a position in Citizens in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Citizens as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.