Citizens Financial shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Citizens Financial
Tip: Access up to 7 years of quarterly data
All positions including Citizens Financial held by Ibex Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Citizens Financial by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $210k | 3.0k | 70.07 |
| 2025-03-31 | $6.6M | 161k | 40.97 |
| 2024-12-31 | $7.0M | 161k | 43.76 |
| 2020-06-30 | $484k | 19k | 25.23 |
| 2020-03-31 | $370k | 20k | 18.81 |
| 2019-12-31 | $791k | 20k | 40.60 |
| 2018-09-30 | $2.7M | 70k | 38.35 |
| 2018-06-30 | $2.8M | 67k | 41.10 |
| 2018-03-31 | $2.8M | 67k | 41.10 |