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IFP Advisors’s Citizens CIA Stock Holding History

IFP 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 		$75 Buy
13
+11
+550% +$60 ﹤0.01% 4989
2026
Q1 		$10 Hold
2
– – ﹤0.01% 4963
2025
Q4 		$10 Hold
2
– – ﹤0.01% 4838
2025
Q3 		$10 Buy
+2
New +$9 ﹤0.01% 4784
2023
Q1 		– Sell
-475
Closed -$4K – 3543
2022
Q4 		$4K Hold
475
– – ﹤0.01% 3867
2022
Q3 		$4K Hold
475
– – ﹤0.01% 4104
2022
Q2 		$4K Hold
475
– – ﹤0.01% 3868
2022
Q1 		$4K Buy
+475
New +$2.15K ﹤0.01% 3868
2017
Q2 		– Sell
-17
Closed – – 4087
2017
Q1 		$0 Buy
+17
New +$151 ﹤0.01% 4008

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

IFP Advisors's CIA Position: Q2 2026 in Review

IFP Advisors increased its Citizens (CIA) stake by 550% in Q2 2026, buying an estimated $60 and bringing the position to 13 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #4989.

IFP Advisors first reported a position in CIA in Q1 2017 and has held it in 9 quarters since. The position peaked at $4K in Q4 2022. 76 funds tracked by Wall St. Rank hold CIA as of Q2 2026.

  • IFP Advisors held 13 shares of Citizens worth $75 as of Q2 2026.
  • IFP Advisors bought 11 Citizens shares in Q2 2026, an estimated $60.
  • Citizens made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4989 holding.
  • IFP Advisors first reported a position in Citizens in Q1 2017 and has held it in 9 quarters since.
  • IFP Advisors's Citizens position peaked at $4K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Citizens as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.