Position in CI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$880,275
-$87,708 QoQ
Shares Held
3,300
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026Parkside Financial Bank & Trust holds $3,239,515 across 11 Healthcare Plans names. CI ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,731 | $1,550,750 | |
| 2 | CI |
Cigna Group
This page
|
3,300 | $880,275 | |
| 3 | CVS |
CVS HEALTH Corp
|
4,846 | $348,038 | |
| 4 | ELV |
Elevance Health, Inc.
|
717 | $209,901 | |
| 5 | CNC |
Centene Corp
|
5,293 | $173,292 | |
| 6 | HUM |
Humana Inc
|
270 | $46,814 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
156 | $20,794 | |
| 8 | PGNY |
Progyny, Inc.
|
410 | $6,961 |
All Filings in CI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $880,275 | 3,300 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $967,983 | 3,517 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,004,262 | 3,484 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,160,335 | 3,510 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $824,145 | 2,505 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $670,190 | 2,427 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $874,067 | 2,523 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $839,316 | 2,539 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $916,328 | 2,523 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $701,610 | 2,343 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $623,346 | 2,179 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $556,429 | 1,983 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $530,479 | 2,076 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $709,397 | 2,141 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $482,242 | 1,738 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $451,146 | 1,712 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $417,160 | 1,741 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $444,563 | 1,936 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $268,214 | 1,340 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $314,354 | 1,326 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $417,242 | 1,726 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $360,150 | 1,730 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $281,558 | 1,662 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $331,389 | 1,766 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $303,154 | 1,711 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||