MFG
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Merit Financial Group’s Citizens CIA Stock Holding History

Merit Financial Group’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 		$246K Buy
+42,872
New +$233K ﹤0.01% 1957

Other funds holding CIA

AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Merit Financial Group's CIA Position: Q2 2026 in Review

Merit Financial Group opened a new position in Citizens (CIA) in Q2 2026: 42,872 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1957 among its holdings.

4 funds tracked by Wall St. Rank hold CIA as of Q2 2026.

  • Merit Financial Group held 42,872 shares of Citizens worth $246K as of Q2 2026.
  • Citizens was a new Merit Financial Group position in Q2 2026.
  • Citizens made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1957 holding.
  • 4 funds tracked by Wall St. Rank held Citizens as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.