IBEX WEALTH ADVISORS

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1686242 BEDMINSTER, NJ

Position in CFG

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

Position Value

$210,139

-$6,403,361 QoQ

Shares Held

2,999

-98.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#831

of 1,095 holders

Holding Since

Mar 2020

5 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $11,619,814 across 5 Banks - Regional names. CFG ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	198,688	$9,898,636
2	MTB	M&T Bank Corp	2,871	$683,326
3	FITB	Fifth Third Bancorp	11,831	$666,913
4	CFG	Citizens Financial Group Inc/Ri This page	2,999	$210,139
5	BCBP	Bcb Bancorp Inc	15,000	$160,800

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,139	2,999	-98.1%	Shares	Sole	2026-07-27
2025-03-31	$6,613,500	161,423	+0.4%	Shares	Sole	2025-04-15
2024-12-31	$7,036,082	160,788	+738.2%	Shares	Sole	2025-01-23
2020-06-30	$484,178	19,183	-2.5%	Shares	Sole	2020-08-14
2020-03-31	$370,049	19,673	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.