Position in CIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$79
+$64 QoQ
Shares Held
14
+366.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 76 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CIA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,191,157 across 17 Insurance - Life names. CIA ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
9,771 | $1,145,647 | |
| 2 | MET |
Metlife Inc
|
4,500 | $380,740 | |
| 3 | GL |
Globe Life Inc.
|
2,068 | $369,507 | |
| 4 | MFC |
Manulife Financial Corp
|
8,853 | $358,631 | |
| 5 | PRU |
Prudential Financial Inc
|
3,235 | $349,149 | |
| 6 | PUK |
Prudential PLC
|
5,721 | $153,376 | |
| 7 | UNM |
Unum Group
|
1,280 | $114,426 | |
| 8 | JXN |
Jackson Financial Inc.
|
831 | $85,080 |
All Filings in CIA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79 | 14 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $15 | 3 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $14 | 3 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $52 | 10 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||