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Legacy Wealth Asset Management’s Grupo Cibest SA CIB Stock Holding History

Legacy Wealth Asset Management’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 		$1.12M Sell
14,043
-344
-2% -$24.9K 0.24% 112
2026
Q1 		$1.05M Sell
14,387
-866
-6% -$63.7K 0.25% 114
2025
Q4 		$970K Sell
15,253
-807
-5% -$48.3K 0.24% 121
2025
Q3 		$834K Sell
16,060
-316
-2% -$15.3K 0.2% 139
2025
Q2 		$756K Sell
16,376
-475
-3% -$19.7K 0.19% 147
2025
Q1 		$677K Sell
16,851
-481
-3% -$18.9K 0.19% 168
2024
Q4 		$546K Sell
17,332
-91
-0.5% -$2.93K 0.15% 227
2024
Q3 		$547K Sell
17,423
-20
-0.1% -$656 0.15% 227
2024
Q2 		$570K Buy
17,443
+226
+1% +$7.76K 0.16% 203
2024
Q1 		$589K Buy
17,217
+161
+0.9% +$5.22K 0.16% 200
2023
Q4 		$525K Buy
17,056
+173
+1% +$4.7K 0.17% 212
2023
Q3 		$450K Buy
16,883
+321
+2% +$8.92K 0.17% 221
2023
Q2 		$442K Buy
16,562
+152
+0.9% +$3.97K 0.15% 227
2023
Q1 		$412K Buy
16,410
+254
+2% +$6.86K 0.15% 249
2022
Q4 		$461K Buy
+16,156
New +$418K 0.18% 200

Other funds holding CIB

P
PensionDanmark Copenhagen O, Denmark $12B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return