HighTower Advisors’s Citizens CIA Stock Holding History

HighTower 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	$359K	Sell	62,500 -13,413	-18%	-$72.8K	﹤0.01%	3052
2026 Q1	$382K	Buy	75,913 +23,913	+46%	+$127K	﹤0.01%	2950
2025 Q4	$251K	Hold	52,000	–	–	﹤0.01%	3190
2025 Q3	$273K	Hold	52,000	–	–	﹤0.01%	3128
2025 Q2	$181K	Hold	52,000	–	–	﹤0.01%	3325
2025 Q1	$237K	Hold	52,000	–	–	﹤0.01%	3055
2024 Q4	$209K	Hold	52,000	–	–	﹤0.01%	3164
2024 Q3	$188K	Hold	52,000	–	–	﹤0.01%	3156
2024 Q2	$141K	Hold	52,000	–	–	﹤0.01%	3127
2024 Q1	$111K	Buy	52,000 +7,000	+16%	+$18.3K	﹤0.01%	3129
2023 Q4	$121K	Hold	45,000	–	–	﹤0.01%	3155
2023 Q3	$128K	Buy	45,000 +15,000	+50%	+$42.8K	﹤0.01%	3037
2023 Q2	$72K	Hold	30,000	–	–	﹤0.01%	3127
2023 Q1	$111K	Hold	30,000	–	–	﹤0.01%	2915
2022 Q4	$64K	Buy	30,000 +15,000	+100%	+$41.8K	﹤0.01%	2992
2022 Q3	$50K	Hold	15,000	–	–	﹤0.01%	2882
2022 Q2	$63K	Buy	+15,000	New	+$54.1K	﹤0.01%	2875

Other funds holding CIA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MFG

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

MWM

Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors's CIA Position: Q2 2026 in Review

HighTower Advisors reduced its Citizens (CIA) stake by 18% in Q2 2026, selling an estimated $72.8K and leaving 62,500 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #3052.

HighTower Advisors first reported a position in CIA in Q2 2022 and has held it in 17 quarters since. The position peaked at $382K in Q1 2026. 25 funds tracked by Wall St. Rank hold CIA as of Q2 2026.

HighTower Advisors held 62,500 shares of Citizens worth $359K as of Q2 2026.
HighTower Advisors sold 13,413 Citizens shares in Q2 2026, an estimated $72.8K.
Citizens made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3052 holding.
HighTower Advisors first reported a position in Citizens in Q2 2022 and has held it in 17 quarters since.
HighTower Advisors's Citizens position peaked at $382K in Q1 2026.
25 funds tracked by Wall St. Rank held Citizens as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.