Position in CI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$49,622
New position
Shares Held
180
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,449
of 1,682 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Community Financial Services Group, LLC holds $140,644 across 2 Healthcare Plans names. CI ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
219 | $91,022 | |
| 2 | CI |
Cigna Group
This page
|
180 | $49,622 |
All Filings in CI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,622 | 180 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||