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EverSource Wealth Advisors’s Citizens CIA Stock Holding History

EverSource Wealth Advisors’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
Q1 		$15 Hold
3
– – ﹤0.01% 4363
2025
Q4 		$14 Sell
3
-7
-70% -$39 ﹤0.01% 4238
2025
Q3 		$53 Buy
+10
New +$47 ﹤0.01% 4249

Other funds holding CIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

EverSource Wealth Advisors's CIA Position: Q1 2026 in Review

EverSource Wealth Advisors held its Citizens (CIA) position steady in Q1 2026 at 3 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #4363.

EverSource Wealth Advisors first reported a position in CIA in Q3 2025 and has held it in 3 quarters since. The position peaked at $53 in Q3 2025. 73 funds tracked by Wall St. Rank hold CIA as of Q1 2026.

  • EverSource Wealth Advisors held 3 shares of Citizens worth $15 as of Q1 2026.
  • EverSource Wealth Advisors left its Citizens share count unchanged in Q1 2026.
  • Citizens made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4363 holding.
  • EverSource Wealth Advisors first reported a position in Citizens in Q3 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Citizens position peaked at $53 in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Citizens as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.