Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,146,277
+$37,398 QoQ
Shares Held
4,158
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#726
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Capstone Financial Advisors, Inc. holds $1,503,718 across 2 Healthcare Plans names. CI ranks #1 (76.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
4,158 | $1,146,277 | |
| 2 | UNH |
Unitedhealth Group Inc
|
860 | $357,441 |
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,277 | 4,158 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,108,879 | 4,157 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,150,736 | 4,181 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,206,614 | 4,186 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,382,816 | 4,183 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,375,878 | 4,182 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,154,817 | 4,182 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,448,465 | 4,181 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,380,790 | 4,177 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,513,412 | 4,167 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,240,321 | 4,142 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,184,615 | 4,141 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,293,285 | 4,609 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,161,894 | 4,547 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,505,608 | 4,544 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,325,751 | 4,778 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,258,308 | 4,775 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $1,143,179 | 4,771 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,165,142 | 5,074 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,015,611 | 5,074 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,202,893 | 5,074 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $550,925 | 2,279 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $547,305 | 2,629 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $455,712 | 2,690 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $317,128 | 1,690 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $299,434 | 1,690 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||