Position in CI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$771,904
+$25,004 QoQ
Shares Held
2,800
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#845
of 1,684 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, 2026Mechanics Bank Trust Department holds $2,611,066 across 2 Healthcare Plans names. CI ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,425 | $1,839,162 | |
| 2 | CI |
Cigna Group
This page
|
2,800 | $771,904 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,904 | 2,800 | Shares | Other | 2026-07-07 | |
| 2026-03-31 | $746,900 | 2,800 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $770,644 | 2,800 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $807,100 | 2,800 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $925,624 | 2,800 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $921,200 | 2,800 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $800,806 | 2,900 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $1,004,676 | 2,900 | Shares | Other | 2024-10-10 | |
| 2024-06-30 | $991,710 | 3,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $726,380 | 2,000 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $606,086 | 2,024 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $579,005 | 2,024 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $561,200 | 2,000 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $511,060 | 2,000 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $662,680 | 2,000 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $554,940 | 2,000 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $527,040 | 2,000 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $479,220 | 2,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $461,097 | 2,008 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $401,921 | 2,008 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $476,036 | 2,008 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $485,413 | 2,008 | Shares | Other | 2021-04-30 | |
| 2020-12-31 | $418,025 | 2,008 | Shares | Other | 2021-02-02 | |
| 2020-09-30 | $338,820 | 2,000 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $375,300 | 2,000 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $396,883 | 2,240 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||