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True Wealth Design’s Grupo Cibest SA CIB Stock Holding History

True Wealth Design’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 		$557 Sell
7
-4
-36% -$289 ﹤0.01% 2171
2026
Q1 		$801 Buy
11
+4
+57% +$294 ﹤0.01% 1887
2025
Q4 		$446 Hold
7
– – ﹤0.01% 1985
2025
Q3 		$364 Buy
+7
New +$338 ﹤0.01% 2109

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design's CIB Position: Q2 2026 in Review

True Wealth Design reduced its Grupo Cibest SA (CIB) stake by 36% in Q2 2026, selling an estimated $289 and leaving 7 shares worth $557. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

True Wealth Design first reported a position in CIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $801 in Q1 2026. 21 funds tracked by Wall St. Rank hold CIB as of Q2 2026.

  • True Wealth Design held 7 shares of Grupo Cibest SA worth $557 as of Q2 2026.
  • True Wealth Design sold 4 Grupo Cibest SA shares in Q2 2026, an estimated $289.
  • Grupo Cibest SA made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2171 holding.
  • True Wealth Design first reported a position in Grupo Cibest SA in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Grupo Cibest SA position peaked at $801 in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Grupo Cibest SA as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.