MWM
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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
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
BlackRock New York $5.7T 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 $564B 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