Ibex Wealth Advisors Q2 2026 Portfolio Activity: Significant Purchases and Sales Observed

As part of our ongoing coverage of institutional investor activity on Ibex Wealth Advisors' portfolio for the period ending June 30, 2026, we've identified key transactions that shaped their holdings during this quarter.

Significant Purchases Observed in Q2 2026

The most notable purchase activity by Ibex Wealth Advisors this quarter involved a substantial increase in positions. The firm significantly boosted its stake in CITIGROUP INC (C), raising the position by 655.35% through an additional purchase of shares, bringing its portfolio allocation to approximately 0.62%. This suggests strong confidence in C based on current market conditions and analysis.

Additionally, Ibex Wealth Advisors made a considerable investment in DELL TECHNOLOGIES (DELL), establishing or significantly increasing this position. The change_percent_from_prior_period indicates an increase of 100%, meaning the firm either purchased shares that replaced a sold portion or added to the existing stake, resulting in a portfolio allocation of about 1.9%. This move points towards Ibex's interest in the technology sector.

Major Sales Observed in Q2 2026

Ibex Wealth Advisors also demonstrated significant selling activity during this period. The firm completely exited its position in PIMCO EHNANCED (MINT), reducing the allocation from 0.45% to just 0.04%, a change of -97.86%. This suggests that Ibex no longer considers this ETF as part of its current investment thesis.

Furthermore, the investor sold all shares in WALMART INC (WMT), decreasing the allocation from 0.45% to 0.11%, a change of -76.81%. This indicates Ibex's decision to divest its stake in this consumer staple company.

Other Notable Changes

Beyond these major shifts, the investor also made significant adjustments elsewhere. They completely bought into STEPSTONE GROUP (STEP), increasing its allocation from 0.11% to 0.39%, a change of +100%. This suggests Ibex initiated this position or significantly increased it.

Other changes included notable increases in MORGAN STANLEY (MS), with the allocation rising to 0.57% (+337.33%), and a smaller but still significant increase in ISHARES LATIN (ILF) from 0.11% to 0.11%, though the change_percent_from_prior_period was +100%. There were also smaller increases across other holdings.

Key Takeaways

Ibex Wealth Advisors' portfolio saw substantial turnover in Q2 2026, with significant buying and selling activities concentrated on a few stocks. The firm appears to have shifted focus towards financial services (particularly C and MS) and consumer cyclical companies like DELL.

Conversely, Ibex completely exited positions in MINT and WMT, suggesting they no longer find these assets attractive or relevant for their current investment strategy. These actions reflect the dynamic nature of institutional investing based on quarterly performance reviews and market outlook adjustments.