Farther Finance Advisors’s Citizens CIA Stock Holding History

Farther Finance 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	$2.4K	Buy	418 +106	+34%	+$576	﹤0.01%	5111
2026 Q1	$1.58K	Buy	312 +1	+0.3%	+$5	﹤0.01%	4974
2025 Q4	$1.5K	Hold	311	–	–	﹤0.01%	4793
2025 Q3	$1.63K	Hold	311	–	–	﹤0.01%	4212
2025 Q2	$1.08K	Hold	311	–	–	﹤0.01%	3881
2025 Q1	$1.42K	Buy	+311	New	+$1.5K	﹤0.01%	3509

Other funds holding CIA

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Farther Finance Advisors's CIA Position: Q2 2026 in Review

Farther Finance Advisors increased its Citizens (CIA) stake by 34% in Q2 2026, buying an estimated $576 and bringing the position to 418 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5111.

Farther Finance Advisors first reported a position in CIA in Q1 2025 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold CIA as of Q2 2026.

Farther Finance Advisors held 418 shares of Citizens worth $2.4K as of Q2 2026.
Farther Finance Advisors bought 106 Citizens shares in Q2 2026, an estimated $576.
Citizens made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5111 holding.
Farther Finance Advisors first reported a position in Citizens in Q1 2025 and has held it in 6 quarters since.
4 funds tracked by Wall St. Rank held Citizens as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.