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
Q2 		$94.1K Buy
16,388
+361
+2% +$1.96K ﹤0.01% 5926
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 $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

LPL Financial's CIA Position: Q2 2026 in Review

LPL Financial increased its Citizens (CIA) stake by 2.3% in Q2 2026, buying an estimated $1.96K and bringing the position to 16,388 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5926.

LPL Financial first reported a position in CIA in Q2 2023 and has held it in 13 quarters since. 76 funds tracked by Wall St. Rank hold CIA as of Q2 2026.

  • LPL Financial held 16,388 shares of Citizens worth $94.1K as of Q2 2026.
  • LPL Financial bought 361 Citizens shares in Q2 2026, an estimated $1.96K.
  • Citizens made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5926 holding.
  • LPL Financial first reported a position in Citizens in Q2 2023 and has held it in 13 quarters since.
  • 76 funds tracked by Wall St. Rank held Citizens as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.