Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,257,100
+$250,386 QoQ
Shares Held
4,560
+20.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#703
of 1,682 holders
Holding Since
Sep 2021
16 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, 2026BENJAMIN EDWARDS INC holds $41,641,141 across 6 Healthcare Plans names. CI ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
77,966 | $32,405,007 | |
| 2 | CVS |
CVS HEALTH Corp
|
45,247 | $4,680,802 | |
| 3 | ELV |
Elevance Health, Inc.
|
4,105 | $1,587,526 | |
| 4 | CI |
Cigna Group
This page
|
4,560 | $1,257,100 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
50,200 | $1,195,261 | |
| 6 | CNC |
Centene Corp
|
8,030 | $515,445 |
All Filings in CI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,257,100 | 4,560 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,006,714 | 3,774 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $894,497 | 3,250 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $983,796 | 3,413 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $767,275 | 2,321 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $632,338 | 1,922 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $595,910 | 2,158 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $730,295 | 2,108 | Shares | Defined | 2024-11-14 | |
| 2023-06-30 | $88,950 | 317 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $81,003 | 317 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $91,781 | 277 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $70,477 | 254 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $61,663 | 234 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $45,525 | 190 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $31,688 | 138 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $11,008 | 55 | Shares | Defined | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||