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 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	$2.77M	Hold	67,275	–	–	1.11%	42
2018 Q1	$2.77M	Buy	+67,275	New	+$3.02M	1.12%	41

Other funds holding CFG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

IBEX Wealth Advisors opened a new position in Citizens Financial Group (CFG) in Q2 2026: 2,999 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #206 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in CFG as recently as Q1 2025.

IBEX Wealth Advisors first reported a position in CFG in Q1 2018 and has held it in 9 quarters since. The position peaked at $7.04M in Q4 2024. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

IBEX Wealth Advisors held 2,999 shares of Citizens Financial Group worth $210K as of Q2 2026.
Citizens Financial Group was a new IBEX Wealth Advisors position in Q2 2026.
Citizens Financial Group made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #206 holding.
IBEX Wealth Advisors first reported a position in Citizens Financial Group in Q1 2018 and has held it in 9 quarters since.
IBEX Wealth Advisors's Citizens Financial Group position peaked at $7.04M in Q4 2024.
1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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