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Essential Partners’s Citizens CIA Stock Holding History

Essential Partners’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 		$98 Buy
17
+10
+143% +$54 ﹤0.01% 2746
2026
Q1 		$35 Buy
7
+3
+75% +$16 ﹤0.01% 2802
2025
Q4 		$19 Hold
4
– – ﹤0.01% 2721
2025
Q3 		$21 Buy
+4
New +$19 ﹤0.01% 2632

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

Essential Partners's CIA Position: Q2 2026 in Review

Essential Partners increased its Citizens (CIA) stake by 143% in Q2 2026, buying an estimated $54 and bringing the position to 17 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #2746.

Essential Partners first reported a position in CIA in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold CIA as of Q2 2026.

  • Essential Partners held 17 shares of Citizens worth $98 as of Q2 2026.
  • Essential Partners bought 10 Citizens shares in Q2 2026, an estimated $54.
  • Citizens made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2746 holding.
  • Essential Partners first reported a position in Citizens in Q3 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held Citizens as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.