Position in CI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$333,572
+$10,805 QoQ
Shares Held
1,210
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,143
of 1,684 holders
Holding Since
Mar 2021
22 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, 2026Phocas Financial Corp. holds $333,572 across 1 Healthcare Plans name. CI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
1,210 | $333,572 |
All Filings in CI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,572 | 1,210 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $322,767 | 1,210 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $333,028 | 1,210 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $348,782 | 1,210 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $400,001 | 1,210 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $398,090 | 1,210 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $334,129 | 1,210 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $419,192 | 1,210 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $399,989 | 1,210 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $439,459 | 1,210 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $362,334 | 1,210 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $521,219 | 1,822 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $558,955 | 1,992 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $529,458 | 2,072 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,025,497 | 3,095 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $900,390 | 3,245 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $855,122 | 3,245 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $777,534 | 3,245 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $745,149 | 3,245 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $649,519 | 3,245 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $769,292 | 3,245 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $784,446 | 3,245 | Shares | Sole | 2021-06-22 | |
| No filing history on record for this holder in this stock. | ||||||