IBEX WEALTH ADVISORS

Position in C — Citigroup Inc

CIK 1686242 BEDMINSTER, NJ

Position in C

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$7,848,536

+$7,006,581 QoQ

Shares Held

56,077

+655.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#625

of 2,621 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $20,708,102 across 4 Banks - Diversified names. C ranks #2 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	64,931	$9,389,671
2	C	Citigroup Inc This page	56,077	$7,848,536
3	JPM	Jpmorgan Chase & Co	8,850	$2,896,870
4	WFC	Wells Fargo & Company/Mn	6,934	$573,025

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,848,536	56,077	+655.3%	Shares	Sole	2026-07-27
2026-03-31	$841,955	7,424	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.