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BXM Wealth LLC

SEC CIK
0002052379
Latest filing
Jul 24, 2026

CFG holding history

Citizens Financial Group Inc in every 13F filed by BXM Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overviewAll 13F holders of CFGFull Q2 2026 holdings

Shares (Q2 2026)
5,845
Value
$409.6K
% of portfolio
0.2%
Quarters held
2
Since Q3 2025
Holdings of CFG by BXM Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,845$409.6K0.2%+5,845NewHolders
Q4 20250$00.0%−5,845−100.0%Sold outHolders
Q3 20255,845$310.7K0.3%+5,845NewHolders