LPL Financial
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LPL Financial’s Citizens CIA Stock Holding History

LPL Financial’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
Q1 		$80.6K Hold
16,027
– – ﹤0.01% 5718
2025
Q4 		$77.4K Hold
16,027
– – ﹤0.01% 5650
2025
Q3 		$84.1K Hold
16,027
– – ﹤0.01% 5548
2025
Q2 		$55.9K Hold
16,027
– – ﹤0.01% 5353
2025
Q1 		$72.9K Hold
16,027
– – ﹤0.01% 5098
2024
Q4 		$64.3K Hold
16,027
– – ﹤0.01% 5076
2024
Q3 		$58K Hold
16,027
– – ﹤0.01% 4979
2024
Q2 		$43.6K Hold
16,027
– – ﹤0.01% 4858
2024
Q1 		$34.3K Hold
16,027
– – ﹤0.01% 4798
2023
Q4 		$43.1K Buy
16,027
+108
+0.7% +$334 ﹤0.01% 4669
2023
Q3 		$45.4K Sell
15,919
-203
-1% -$579 ﹤0.01% 4532
2023
Q2 		$38.9K Buy
+16,122
New +$37K ﹤0.01% 4454

Other funds holding CIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

LPL Financial's CIA Position: Q1 2026 in Review

LPL Financial held its Citizens (CIA) position steady in Q1 2026 at 16,027 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5718.

LPL Financial first reported a position in CIA in Q2 2023 and has held it in 12 quarters since. The position peaked at $84.1K in Q3 2025. 73 funds tracked by Wall St. Rank hold CIA as of Q1 2026.

  • LPL Financial held 16,027 shares of Citizens worth $80.6K as of Q1 2026.
  • LPL Financial left its Citizens share count unchanged in Q1 2026.
  • Citizens made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5718 holding.
  • LPL Financial first reported a position in Citizens in Q2 2023 and has held it in 12 quarters since.
  • LPL Financial's Citizens position peaked at $84.1K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Citizens as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.