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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
Q2 		$81 Buy
14
+11
+367% +$60 ﹤0.01% 4326
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 $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

EverSource Wealth Advisors's CIA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Citizens (CIA) stake by 367% in Q2 2026, buying an estimated $60 and bringing the position to 14 shares worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #4326.

EverSource Wealth Advisors 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.

  • EverSource Wealth Advisors held 14 shares of Citizens worth $81 as of Q2 2026.
  • EverSource Wealth Advisors bought 11 Citizens shares in Q2 2026, an estimated $60.
  • Citizens made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4326 holding.
  • EverSource Wealth Advisors 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.