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Citizens shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Citizens (CIA) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Citizens

Tip: Access up to 7 years of quarterly data

All positions including Citizens held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.8k 1.2k 5.03

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Amazon Call Call Option (Principal) (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Call Call Option (Principal) (GOOGL)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for MAI Wealth Advisors

Top funds holding Citizens

BlackRock
Vanguard Group
Continental General Insurance
Vanguard Capital Management
Geode Capital Management
UBS Group
State Street Corporation
First Eagle Investment Management
Bridgeway Capital Management
Northern Trust
Vanguard Fiduciary Trust
Dimensional Fund Advisors
Vanguard Portfolio Management
Barclays
Renaissance Technologies

View all funds holding Citizens