MAI Capital Management’s Citizens CIA Stock Holding History

MAI Capital Management’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	–	Sell	-1,160	Closed	-$5.83K	–	2547
2026 Q1	$5.83K	Buy	+1,160	New	+$6.16K	﹤0.01%	3431

Other funds holding CIA

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 Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

MAI Capital Management's CIA Position: Q2 2026 in Review

MAI Capital Management sold out of Citizens (CIA) in Q2 2026, closing a stake of 1,160 shares — an estimated $5.83K sold.

MAI Capital Management first reported a position in CIA in Q1 2026 and held it in 1 quarter. The position peaked at $5.83K in Q1 2026. 76 funds tracked by Wall St. Rank hold CIA as of Q2 2026.

MAI Capital Management reported no remaining Citizens position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,160 Citizens shares in Q2 2026, an estimated $5.83K.
MAI Capital Management first reported a position in Citizens in Q1 2026 and held it in 1 quarter.
MAI Capital Management's Citizens position peaked at $5.83K in Q1 2026.
76 funds tracked by Wall St. Rank held Citizens as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.