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 Q3	–	Sell	-17	Closed	-$98	–	2890
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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's CIA Position: Q3 2026 in Review

Essential Partners sold out of Citizens (CIA) in Q3 2026, closing a stake of 17 shares — an estimated $98 sold.

Essential Partners first reported a position in CIA in Q3 2025 and held it in 4 quarters. The position peaked at $98 in Q2 2026. 5 funds tracked by Wall St. Rank hold CIA as of Q3 2026.

Essential Partners reported no remaining Citizens position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 17 Citizens shares in Q3 2026, an estimated $98.
Essential Partners first reported a position in Citizens in Q3 2025 and held it in 4 quarters.
Essential Partners's Citizens position peaked at $98 in Q2 2026.
5 funds tracked by Wall St. Rank held Citizens as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.