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Citigroup shares owned by Ibex Wealth Advisors

Quarter-by-quarter ownership of Citigroup (C) shares owned by Ibex Wealth Advisors from 13F filings

Historical chart of Ibex Wealth Advisors investment in Citigroup

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All positions including Citigroup held by Ibex Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.8M 56k 139.96
2026-03-31 $842k 7.4k 113.40
2017-12-31 $671k 9.0k 74.44
2016-12-31 $10k 183 54.64

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View all positions for Ibex Wealth Advisors

Top funds holding Citigroup

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Fisher Investments
Franklin Resources
Vanguard Portfolio Management
FMR
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of New York Mellon
Susquehanna International

View all funds holding Citigroup