BSW Wealth Partners’s Grupo Cibest SA CIB Stock Holding History

BSW Wealth Partners’s Portfolio CIB Stock Details CIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$977K	Sell	12,304 -1,173	-9%	-$84.7K	0.11%	109
2026 Q1	$981K	Sell	13,477 -672	-5%	-$49.4K	0.12%	98
2025 Q4	$900K	Sell	14,149 -183	-1%	-$11K	0.11%	112
2025 Q3	$744K	Sell	14,332 -177	-1%	-$8.55K	0.09%	119
2025 Q2	$670K	Sell	14,509 -1,822	-11%	-$75.7K	0.09%	126
2025 Q1	$657K	Sell	16,331 -1,601	-9%	-$62.9K	0.1%	126
2024 Q4	$565K	Buy	17,932 +1,306	+8%	+$42.1K	0.08%	140
2024 Q3	$522K	Buy	16,626 +2,251	+16%	+$73.8K	0.08%	145
2024 Q2	$469K	Buy	14,375 +638	+5%	+$21.9K	0.08%	142
2024 Q1	$470K	Buy	13,737 +118	+0.9%	+$3.83K	0.08%	145
2023 Q4	$419K	Buy	13,619 +623	+5%	+$16.9K	0.08%	142
2023 Q3	$347K	Sell	12,996 -1,099	-8%	-$30.5K	0.08%	148
2023 Q2	$376K	Sell	14,095 -982	-7%	-$25.6K	0.08%	152
2023 Q1	$379K	Buy	15,077 +3,249	+27%	+$87.7K	0.08%	180
2022 Q4	$338K	Sell	11,828 -8,021	-40%	-$207K	0.07%	190
2022 Q3	$484K	Buy	19,849 +4,593	+30%	+$133K	0.12%	117
2022 Q2	$470K	Buy	15,256 +1,471	+11%	+$57.9K	0.11%	128
2022 Q1	$588K	Buy	13,785 +1,276	+10%	+$46K	0.15%	106
2021 Q4	$395K	Buy	12,509 +666	+6%	+$22.4K	0.1%	151
2021 Q3	$410K	Buy	11,843 +3,659	+45%	+$114K	0.11%	124
2021 Q2	$236K	Buy	+8,184	New	+$252K	0.06%	206

Other funds holding CIB

PensionDanmark Copenhagen O, Denmark $12B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return