Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$674,864
-$68,532 QoQ
Shares Held
2,448
-9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#879
of 1,682 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026CAPE COD FIVE CENTS SAVINGS BANK holds $1,604,212 across 2 Healthcare Plans names. CI ranks #2 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,236 | $929,348 | |
| 2 | CI |
Cigna Group
This page
|
2,448 | $674,864 |
All Filings in CI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,864 | 2,448 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $743,396 | 2,701 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $778,563 | 2,701 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $892,896 | 2,701 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $888,629 | 2,701 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $745,854 | 2,701 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $935,734 | 2,701 | Shares | Sole | 2025-02-18 | |
| 2024-06-30 | $896,175 | 2,711 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,011,120 | 2,784 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $833,668 | 2,784 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,592,837 | 5,568 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $311,185 | 1,109 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $291,048 | 1,139 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $377,396 | 1,139 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $316,038 | 1,139 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $301,993 | 1,146 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $281,781 | 1,176 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $321,941 | 1,402 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $282,225 | 1,410 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||