Financial Management Professionals’s Citizens CIA Stock Holding History

Financial Management Professionals’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	$493	Hold	143	–	–	﹤0.01%	940
2026 Q2	$821	Hold	143	–	–	﹤0.01%	898
2026 Q1	$719	Hold	143	–	–	﹤0.01%	842
2025 Q4	$691	Hold	143	–	–	﹤0.01%	841
2025 Q3	$751	Hold	143	–	–	﹤0.01%	817
2025 Q2	$499	Hold	143	–	–	﹤0.01%	915
2025 Q1	$651	Hold	143	–	–	﹤0.01%	864
2024 Q4	$573	Hold	143	–	–	﹤0.01%	876
2024 Q3	$1K	Hold	143	–	–	﹤0.01%	797
2024 Q2	$0	Hold	143	–	–	﹤0.01%	905
2024 Q1	$0	Hold	143	–	–	﹤0.01%	962
2023 Q4	$0	Hold	143	–	–	﹤0.01%	945
2023 Q3	$0	Hold	143	–	–	﹤0.01%	889
2023 Q2	$0	Hold	143	–	–	﹤0.01%	941
2023 Q1	$1K	Hold	143	–	–	﹤0.01%	859
2022 Q4	$0	Hold	143	–	–	﹤0.01%	930
2022 Q3	$0	Hold	143	–	–	﹤0.01%	945
2022 Q2	$1K	Hold	143	–	–	﹤0.01%	813
2022 Q1	$1K	Hold	143	–	–	﹤0.01%	859
2021 Q4	$1K	Hold	143	–	–	﹤0.01%	801
2021 Q3	$1K	Hold	143	–	–	﹤0.01%	791
2021 Q2	$1K	Buy	+143	New	+$787	﹤0.01%	746

Other funds holding CIA

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

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

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

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

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 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

Financial Management Professionals's CIA Position: Q3 2026 in Review

Financial Management Professionals held its Citizens (CIA) position steady in Q3 2026 at 143 shares worth $493. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Financial Management Professionals first reported a position in CIA in Q2 2021 and has held it in 22 quarters since. The position peaked at $1K in Q3 2024. 8 funds tracked by Wall St. Rank hold CIA as of Q3 2026.

Financial Management Professionals held 143 shares of Citizens worth $493 as of Q3 2026.
Financial Management Professionals left its Citizens share count unchanged in Q3 2026.
Citizens made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #940 holding.
Financial Management Professionals first reported a position in Citizens in Q2 2021 and has held it in 22 quarters since.
Financial Management Professionals's Citizens position peaked at $1K in Q3 2024.
8 funds tracked by Wall St. Rank held Citizens as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.