Osaic Holdings’s Citizens CIA Stock Holding History

Osaic Holdings’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	$1.48K	Hold	294	–	–	﹤0.01%	7144
2025 Q4	$1.42K	Sell	294 -212	-42%	-$1.17K	﹤0.01%	7180
2025 Q3	$2.66K	Sell	506 -22	-4%	-$103	﹤0.01%	7043
2025 Q2	$2.09K	Buy	+528	New	+$2.06K	﹤0.01%	6923
2025 Q1	–	Sell	-350	Closed	-$1.4K	–	7482
2024 Q4	$1.4K	Buy	350 +100	+40%	+$450	﹤0.01%	6737
2024 Q3	$905	Buy	+250	New	+$730	﹤0.01%	6872
2022 Q1	–	Sell	-17	Closed	–	–	7267
2021 Q4	$0	Hold	17	–	–	﹤0.01%	7399
2021 Q3	$0	Hold	17	–	–	﹤0.01%	7197
2021 Q2	$0	Buy	+17	New	+$94	﹤0.01%	7004
2021 Q1	–	Sell	-29	Closed	–	–	6815
2020 Q4	$0	Hold	29	–	–	﹤0.01%	6413
2020 Q3	$0	Hold	29	–	–	﹤0.01%	6228
2020 Q2	$0	Sell	29 -11	-28%	-$63	﹤0.01%	6131
2020 Q1	$0	Buy	+40	New	+$247	﹤0.01%	6070

Other funds holding CIA

BlackRock New York $5.72T 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Osaic Holdings's CIA Position: Q1 2026 in Review

Osaic Holdings held its Citizens (CIA) position steady in Q1 2026 at 294 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #7144.

Osaic Holdings first reported a position in CIA in Q1 2020 and has held it in 13 quarters since. The position peaked at $2.66K in Q3 2025. 73 funds tracked by Wall St. Rank hold CIA as of Q1 2026.

Osaic Holdings held 294 shares of Citizens worth $1.48K as of Q1 2026.
Osaic Holdings left its Citizens share count unchanged in Q1 2026.
Citizens made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7144 holding.
Osaic Holdings first reported a position in Citizens in Q1 2020 and has held it in 13 quarters since.
Osaic Holdings's Citizens position peaked at $2.66K in Q3 2025.
73 funds tracked by Wall St. Rank held Citizens as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.