Activest Wealth Management
CIA icon

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
Q3 		$6.66K Hold
1,932
– – ﹤0.01% 663
2026
Q2 		$11.1K Hold
1,932
– – ﹤0.01% 559
2026
Q1 		$9.7K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Activest Wealth Management's CIA Position: Q3 2026 in Review

Activest Wealth Management held its Citizens (CIA) position steady in Q3 2026 at 1,932 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Activest Wealth Management first reported a position in CIA in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.1K in Q2 2026. 33 funds tracked by Wall St. Rank hold CIA as of Q3 2026.

  • Activest Wealth Management held 1,932 shares of Citizens worth $6.66K as of Q3 2026.
  • Activest Wealth Management left its Citizens share count unchanged in Q3 2026.
  • Citizens made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #663 holding.
  • Activest Wealth Management first reported a position in Citizens in Q2 2025 and has held it in 6 quarters since.
  • Activest Wealth Management's Citizens position peaked at $11.1K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Citizens as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.