IBEX Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-2,999	Closed	-$210K	–	217
2026 Q2	$210K	Buy	+2,999	New	+$193K	0.02%	206
2025 Q2	–	Sell	-161,423	Closed	-$6.61M	–	195
2025 Q1	$6.61M	Buy	161,423 +635	+0.4%	+$28.3K	0.87%	39
2024 Q4	$7.04M	Buy	+160,788	New	+$7.11M	0.83%	38
2020 Q3	–	Sell	-19,183	Closed	-$484K	–	98
2020 Q2	$484K	Sell	19,183 -490	-2%	-$11.1K	0.16%	87
2020 Q1	$370K	Buy	19,673 +188	+1%	+$6.13K	0.14%	82
2019 Q4	$791K	Buy	+19,485	New	+$729K	0.24%	88
2018 Q4	–	Sell	-70,066	Closed	-$2.69M	–	78
2018 Q3	$2.69M	Buy	70,066 +2,791	+4%	+$113K	0.96%	48
2018 Q2	$2.76M	Hold	67,275	–	–	1.11%	42
2018 Q1	$2.76M	Buy	+67,275	New	+$3.02M	1.12%	41

Other funds holding CFG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

IBEX Wealth Advisors's CFG Position: Q3 2026 in Review

IBEX Wealth Advisors sold out of Citizens Financial Group (CFG) in Q3 2026, closing a stake of 2,999 shares — an estimated $210K sold.

IBEX Wealth Advisors first reported a position in CFG in Q1 2018 and held it in 9 quarters. The position peaked at $7.04M in Q4 2024. 587 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

IBEX Wealth Advisors reported no remaining Citizens Financial Group position as of Q3 2026 after selling out during the quarter.
IBEX Wealth Advisors sold 2,999 Citizens Financial Group shares in Q3 2026, an estimated $210K.
IBEX Wealth Advisors first reported a position in Citizens Financial Group in Q1 2018 and held it in 9 quarters.
IBEX Wealth Advisors's Citizens Financial Group position peaked at $7.04M in Q4 2024.
587 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.