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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IBEX Wealth Advisors's C Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Citigroup (C) in Q1 2026: 7,424 shares worth $842K. The stake represents 0.08% of the portfolio and ranks #125 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in C as recently as Q4 2017.

IBEX Wealth Advisors first reported a position in C in Q4 2016 and has held it in 3 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • IBEX Wealth Advisors held 7,424 shares of Citigroup worth $842K as of Q1 2026.
  • Citigroup was a new IBEX Wealth Advisors position in Q1 2026.
  • Citigroup made up 0.08% of IBEX Wealth Advisors's portfolio in Q1 2026, its #125 holding.
  • IBEX Wealth Advisors first reported a position in Citigroup in Q4 2016 and has held it in 3 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.