Filing Research | GRUPO CIBEST SA Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	437.3KSH	$34.7M
2	ABN AMRO INVESTMENT SOLUTIONS	Shares	173.5KSH	$13.8M
3	Triasima Portfolio Management inc.	Shares	123.2KSH	$9.8M
4	PensionDanmark Pensionsforsikringsaktieselskab	Shares	69.0KSH	$5.5M
5	Boston Common Asset Management, LLC	Shares	67.1KSH	$5.3M
6	Swedbank AB	Shares	22.7KSH	$1.8M
7	QRG CAPITAL MANAGEMENT, INC.	Shares	17.5KSH	$1.4M
8	Ballentine Partners, LLC	Shares	16.7KSH	$1.3M
9	E. Ohman J:or Asset Management AB	Shares	14.6KSH	$1.2M
10	Legacy Wealth Asset Management, LLC	Shares	14.0KSH	$1.1M
11	BSW Wealth Partners	Shares	12.3KSH	$977.3K
12	Baader Bank Aktiengesellschaft	Shares	10.5KSH	$834.0K
13	Abacus Wealth Partners, LLC	Shares	10.0KSH	$791.5K
14	Sequoia Financial Advisors, LLC	Shares	7.2KSH	$574.3K
15	SIGNATUREFD, LLC	Shares	5.2KSH	$410.7K
16	Fideuram Asset Management (Ireland) dac	Shares	5.8KSH	$404.7K
17	Crossmark Global Holdings, Inc.	Shares	3.8KSH	$303.6K
18	Sage Investment Counsel LLC	Shares	3.5KSH	$278.0K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.9KSH	$238.2K
20	Composition Wealth, LLC	Shares	2.9KSH	$231.9K
21	Aaron Wealth Advisors LLC	Shares	2.7KSH	$217.1K
22	Mirae Asset Global Investments Co., Ltd.	Shares	2.3KSH	$186.2K
23	Blue Trust, Inc.	Shares	2.3KSH	$179.1K
24	GAMMA Investing LLC	Shares	1.6KSH	$129.4K
25	Grove Bank & Trust	Shares	1.5KSH	$118.9K
26	VISION FINANCIAL MARKETS LLC	Shares	1.0KSH	$79.4K
27	SBI Securities Co., Ltd.	Shares	802SH	$63.7K
28	Farther Finance Advisors, LLC	Shares	481SH	$38.2K
29	Atlantic Edge Private Wealth Management, LLC	Shares	300SH	$23.8K
30	Triumph Capital Management	Shares	300SH	$23.8K
31	EverSource Wealth Advisors, LLC	Shares	291SH	$23.1K
32	EASTERN BANK	Shares	168SH	$13.4K
33	Physician Wealth Advisors, Inc.	Shares	105SH	$8.3K
34	JFS WEALTH ADVISORS, LLC	Shares	79SH	$6.3K
35	Lesa Sroufe & Co	Shares	68.8KSH	$5.5K
36	Versant Capital Management, Inc	Shares	17SH	$1.4K
37	True Wealth Design, LLC	Shares	7SH	$557
38	Abound Wealth Management	Shares	6SH	$477
39	FINANCIAL CONSULATE, INC	Shares	6SH	$477
40	LRI Investments, LLC	Shares	5SH	$397
41	FNY Investment Advisers, LLC	Shares	2.6KSH	$206

Manager changes2026-06-30 vs 2026-03-31

43 / 43 loaded

#		Instrument
1	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+7.2K	+$981.0K	$5.5M
2	Boston Common Asset Management, LLC unchanged	Shares	0	+$444.2K	$5.3M
3	Fideuram Asset Management (Ireland) dac new	Shares	+5.8K	+$404.7K	$404.7K
4	Composition Wealth, LLC new	Shares	+2.9K	+$231.9K	$231.9K
5	Aaron Wealth Advisors LLC new	Shares	+2.7K	+$217.1K	$217.1K
6	E. Ohman J:or Asset Management AB added	Shares	+1.6K	+$213.1K	$1.2M
7	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.1K	+$193.6K	$1.4M
8	Mirae Asset Global Investments Co., Ltd. new	Shares	+2.3K	+$186.2K	$186.2K
9	Sequoia Financial Advisors, LLC added	Shares	+1.6K	+$167.6K	$574.3K
10	Swedbank AB trimmed	Shares	-700	+$99.2K	$1.8M
11	VISION FINANCIAL MARKETS LLC new	Shares	+1.0K	+$79.4K	$79.4K
12	Baader Bank Aktiengesellschaft unchanged	Shares	0	+$69.5K	$834.0K
13	Legacy Wealth Asset Management, LLC trimmed	Shares	-344	+$67.9K	$1.1M
14	Ballentine Partners, LLC trimmed	Shares	-761	+$54.8K	$1.3M
15	SIGNATUREFD, LLC added	Shares	+263	+$53.4K	$410.7K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7	+$31.5K	$238.2K
17	Sage Investment Counsel LLC unchanged	Shares	0	+$23.2K	$278.0K
18	EASTERN BANK new	Shares	+168	+$13.4K	$13.4K
19	Farther Finance Advisors, LLC added	Shares	+66	+$8.0K	$38.2K
20	Grove Bank & Trust trimmed	Shares	-29	+$7.8K	$118.9K
21	GAMMA Investing LLC trimmed	Shares	-91	+$4.2K	$129.4K
22	Crossmark Global Holdings, Inc. trimmed	Shares	-313	+$2.5K	$303.6K
23	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$2.0K	$23.8K
24	Triumph Capital Management unchanged	Shares	0	+$1.6K	$23.8K
25	Physician Wealth Advisors, Inc. added	Shares	+3	+$914	$8.3K
26	Versant Capital Management, Inc added	Shares	+7	+$622	$1.4K
27	Lesa Sroufe & Co added	Shares	+2.2K	+$614	$5.5K
28	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$523	$6.3K
29	LRI Investments, LLC new	Shares	+5	+$397	$397
30	FNY Investment Advisers, LLC new	Shares	+2.6K	+$206	$206
31	Abound Wealth Management unchanged	Shares	0	+$40	$477
32	True Wealth Design, LLC trimmed	Shares	-4	-$244	$557
33	FINANCIAL CONSULATE, INC trimmed	Shares	-17	-$1.2K	$477
34	BSW Wealth Partners trimmed	Shares	-1.2K	-$4.0K	$977.3K
35	Blue Trust, Inc. trimmed	Shares	-436	-$16.8K	$179.1K
36	EverSource Wealth Advisors, LLC trimmed	Shares	-357	-$24.1K	$23.1K
37	SBI Securities Co., Ltd. trimmed	Shares	-1.3K	-$90.7K	$63.7K
38	Sowell Financial Services LLC exited	Shares	-7.8K	-$565.9K	$0
39	Abacus Wealth Partners, LLC trimmed	Shares	-9.6K	-$633.4K	$791.5K
40	Triasima Portfolio Management inc. trimmed	Shares	-20.4K	-$666.5K	$9.8M
41	Patriot Financial Group Insurance Agency, LLC exited	Shares	-16.6K	-$1.2M	$0
42	ABN AMRO INVESTMENT SOLUTIONS trimmed	Shares	-75.8K	-$4.4M	$13.8M
43	Robeco Institutional Asset Management B.V. trimmed	Shares	-105.7K	-$4.8M	$34.7M