IBEX Wealth Advisors’s Citigroup C Stock Holding History

IBEX Wealth Advisors’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.85M	Buy	56,077 +48,653	+655%	+$6.33M	0.62%	56
2026 Q1	$842K	Buy	+7,424	New	+$845K	0.08%	125
2018 Q1	–	Sell	-9,014	Closed	-$671K	–	92
2017 Q4	$671K	Buy	+9,014	New	+$667K	0.3%	64
2017 Q1	–	Sell	-183	Closed	-$10K	–	116
2016 Q4	$10K	Buy	+183	New	+$9.87K	﹤0.01%	283

Other funds holding C

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IBEX Wealth Advisors's C Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Citigroup (C) stake by 655% in Q2 2026, buying an estimated $6.33M and bringing the position to 56,077 shares worth $7.85M. The position accounts for 0.62% of the portfolio, ranked #56.

IBEX Wealth Advisors first reported a position in C in Q4 2016 and has held it in 4 quarters since. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

IBEX Wealth Advisors held 56,077 shares of Citigroup worth $7.85M as of Q2 2026.
IBEX Wealth Advisors bought 48,653 Citigroup shares in Q2 2026, an estimated $6.33M.
Citigroup made up 0.62% of IBEX Wealth Advisors's portfolio in Q2 2026, its #56 holding.
IBEX Wealth Advisors first reported a position in Citigroup in Q4 2016 and has held it in 4 quarters since.
2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.