Marietta Wealth Management’s Citizens CIA Stock Holding History

Marietta Wealth 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	$137K	Hold	23,794	–	–	0.01%	133
2026 Q1	$120K	Hold	23,794	–	–	0.01%	129
2025 Q4	$115K	Hold	23,794	–	–	0.01%	124
2025 Q3	$125K	Hold	23,794	–	–	0.02%	120
2025 Q2	$83K	Hold	23,794	–	–	0.01%	115
2025 Q1	$108K	Hold	23,794	–	–	0.02%	108
2024 Q4	$95.4K	Hold	23,794	–	–	0.01%	108
2024 Q3	$86.1K	Buy	23,794 +177	+0.7%	+$517	0.01%	109
2024 Q2	$64.2K	Buy	+23,617	New	+$59.3K	0.01%	106

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

Marietta Wealth Management's CIA Position: Q2 2026 in Review

Marietta Wealth Management held its Citizens (CIA) position steady in Q2 2026 at 23,794 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #133.

Marietta Wealth Management first reported a position in CIA in Q2 2024 and has held it in 9 quarters since. 76 funds tracked by Wall St. Rank hold CIA as of Q2 2026.

Marietta Wealth Management held 23,794 shares of Citizens worth $137K as of Q2 2026.
Marietta Wealth Management left its Citizens share count unchanged in Q2 2026.
Citizens made up 0.01% of Marietta Wealth Management's portfolio in Q2 2026, its #133 holding.
Marietta Wealth Management first reported a position in Citizens in Q2 2024 and has held it in 9 quarters since.
76 funds tracked by Wall St. Rank held Citizens as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.