Root Financial Partners’s Citizens CIA Stock Holding History

Root Financial Partners’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	$15	Buy	+3	New	+$16	﹤0.01%	3445

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

Root Financial Partners's CIA Position: Q1 2026 in Review

Root Financial Partners opened a new position in Citizens (CIA) in Q1 2026: 3 shares worth $15. The stake represents ﹤0.01% of the portfolio and ranks #3445 among its holdings.

73 funds tracked by Wall St. Rank hold CIA as of Q1 2026.

Root Financial Partners held 3 shares of Citizens worth $15 as of Q1 2026.
Citizens was a new Root Financial Partners position in Q1 2026.
Citizens made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3445 holding.
73 funds tracked by Wall St. Rank held Citizens as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.