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Ritholtz Wealth Management’s Citizens CIA Stock Holding History

Ritholtz 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 		– Sell
-10,159
Closed -$49.1K – 1202
2025
Q4 		$49.1K Sell
10,159
-6,903
-40% -$38K ﹤0.01% 1109
2025
Q3 		$89.6K Sell
17,062
-6,017
-26% -$28.1K ﹤0.01% 1026
2025
Q2 		$80.5K Sell
23,079
-18,866
-45% -$73.7K ﹤0.01% 967
2025
Q1 		$191K Sell
41,945
-4,171
-9% -$20.1K 0.01% 877
2024
Q4 		$185K Buy
46,116
+2,901
+7% +$13K 0.01% 818
2024
Q3 		$156K Buy
43,215
+23,227
+116% +$67.8K ﹤0.01% 835
2024
Q2 		$54.4K Buy
+19,988
New +$50.2K ﹤0.01% 816
2024
Q1 		– Sell
-12,719
Closed -$34.2K – 794
2023
Q4 		$34.2K Buy
+12,719
New +$39.3K ﹤0.01% 752

Other funds holding CIA

BlackRock
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
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 $666B 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

Ritholtz Wealth Management's CIA Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of Citizens (CIA) in Q1 2026, closing a stake of 10,159 shares — an estimated $49.1K sold.

Ritholtz Wealth Management first reported a position in CIA in Q4 2023 and held it in 8 quarters. The position peaked at $191K in Q1 2025. 73 funds tracked by Wall St. Rank hold CIA as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining Citizens position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,159 Citizens shares in Q1 2026, an estimated $49.1K.
  • Ritholtz Wealth Management first reported a position in Citizens in Q4 2023 and held it in 8 quarters.
  • Ritholtz Wealth Management's Citizens position peaked at $191K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Citizens as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.