Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,426,326
+$200,778 QoQ
Shares Held
34,193
-1.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#316
of 1,679 holders
Holding Since
Mar 2020
26 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, 2026Janney Montgomery Scott LLC holds $171,785,388 across 8 Healthcare Plans names. CI ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
243,641 | $101,264,508 | |
| 2 | CVS |
CVS HEALTH Corp
|
340,755 | $35,251,104 | |
| 3 | ELV |
Elevance Health, Inc.
|
51,785 | $20,026,813 | |
| 4 | CI |
Cigna Group
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|
34,193 | $9,426,326 | |
| 5 | OSCR |
Oscar Health, Inc.
|
65,942 | $1,880,665 | |
| 6 | CNC |
Centene Corp
|
28,600 | $1,835,834 | |
| 7 | HUM |
Humana Inc
|
4,538 | $1,802,584 | |
| 8 | PGNY |
Progyny, Inc.
|
10,321 | $297,554 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,426,326 | 34,193 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,225,548 | 34,585 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $12,123,606 | 44,049 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,933,610 | 37,931 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,882,036 | 35,943 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,378,794 | 34,586 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,759,063 | 35,341 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,969,676 | 31,664 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $10,013,626 | 30,292 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $10,950,541 | 30,151 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,718,186 | 29,114 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $11,340,672 | 39,643 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,406,951 | 40,652 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $10,172,904 | 39,811 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $13,315,229 | 40,186 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,403,184 | 41,097 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $10,694,168 | 40,582 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $11,057,522 | 46,148 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $10,324,624 | 44,962 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $7,686,143 | 38,400 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $8,101,156 | 34,172 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $8,085,236 | 33,446 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $7,832,564 | 37,624 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $6,139,757 | 36,242 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $6,492,127 | 34,597 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,603,140 | 31,624 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||