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 Q2	–	Sell	-3	Closed	-$15	–	931
2026 Q1	$15	Buy	+3	New	+$16	﹤0.01%	3445

Other funds holding CIA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Root Financial Partners's CIA Position: Q2 2026 in Review

Root Financial Partners sold out of Citizens (CIA) in Q2 2026, closing a stake of 3 shares — an estimated $15 sold.

Root Financial Partners first reported a position in CIA in Q1 2026 and held it in 1 quarter. The position peaked at $15 in Q1 2026. 75 funds tracked by Wall St. Rank hold CIA as of Q2 2026.

Root Financial Partners reported no remaining Citizens position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 3 Citizens shares in Q2 2026, an estimated $15.
Root Financial Partners first reported a position in Citizens in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Citizens position peaked at $15 in Q1 2026.
75 funds tracked by Wall St. Rank held Citizens as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.