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Jefferies Financial Group’s Citizens CIA Stock Holding History

Jefferies Financial Group’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
2025
Q2 		– Sell
-37,222
Closed -$169K – 1360
2025
Q1 		$169K Buy
37,222
+246
+0.7% +$1.19K ﹤0.01% 1418
2024
Q4 		$148K Buy
36,976
+3,176
+9% +$14.3K ﹤0.01% 1421
2024
Q3 		$122K Buy
+33,800
New +$98.7K ﹤0.01% 1270

Other funds holding CIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jefferies Financial Group's CIA Position: Q2 2025 in Review

Jefferies Financial Group sold out of Citizens (CIA) in Q2 2025, closing a stake of 37,222 shares — an estimated $169K sold.

Jefferies Financial Group first reported a position in CIA in Q3 2024 and held it in 3 quarters. The position peaked at $169K in Q1 2025. 61 funds tracked by Wall St. Rank hold CIA as of Q2 2025.

  • Jefferies Financial Group reported no remaining Citizens position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 37,222 Citizens shares in Q2 2025, an estimated $169K.
  • Jefferies Financial Group first reported a position in Citizens in Q3 2024 and held it in 3 quarters.
  • Jefferies Financial Group's Citizens position peaked at $169K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Citizens as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.