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Allworth Financial’s Citizens CIA Stock Holding History

Allworth Financial’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 		$46 Buy
8
+7
+700% +$38 ﹤0.01% 5072
2026
Q1 		$6 Buy
+1
New +$5 ﹤0.01% 5163
2022
Q3 		– Sell
-81
Closed – – 2704
2022
Q2 		$0 Buy
+81
New +$292 ﹤0.01% 2441

Other funds holding CIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allworth Financial's CIA Position: Q2 2026 in Review

Allworth Financial increased its Citizens (CIA) stake by 700% in Q2 2026, buying an estimated $38 and bringing the position to 8 shares worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #5072.

Allworth Financial first reported a position in CIA in Q2 2022 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold CIA as of Q2 2026.

  • Allworth Financial held 8 shares of Citizens worth $46 as of Q2 2026.
  • Allworth Financial bought 7 Citizens shares in Q2 2026, an estimated $38.
  • Citizens made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5072 holding.
  • Allworth Financial first reported a position in Citizens in Q2 2022 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Citizens as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.