SVB WEALTH LLC

Position in CI — Cigna Group

CIK 1626116 BOSTON, MA

Position in CI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,216,299

-$214,812 QoQ

Shares Held

4,412

-17.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#712

of 1,682 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Healthcare · as of Jun 30, 2026

SVB WEALTH LLC holds $5,181,397 across 3 Healthcare Plans names. CI ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	7,438	$2,876,495
2	CI	Cigna Group This page	4,412	$1,216,299
3	CVS	CVS HEALTH Corp	10,523	$1,088,603

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,216,299	4,412	-17.8%	Shares	Sole	2026-07-17
2026-03-31	$1,431,111	5,365	-17.4%	Shares	Sole	2026-04-17
2025-12-31	$1,788,167	6,497	+2.3%	Shares	Sole	2026-02-04
2025-09-30	$1,831,250	6,353	+27.9%	Shares	Sole	2025-11-06
2025-06-30	$1,642,649	4,969	-40.9%	Shares	Sole	2025-08-14
2024-12-31	$2,322,612	8,411	-3.5%	Shares	Sole	2025-02-05
2024-06-30	$2,879,924	8,712	-8.8%	Shares	Sole	2024-08-06
2024-03-31	$3,469,916	9,554	+5.2%	Shares	Sole	2024-05-15
2023-12-31	$2,719,005	9,080	-7.3%	Shares	Sole	2024-01-30
2023-09-30	$2,802,341	9,796	-4.3%	Shares	Sole	2023-10-23
2023-06-30	$2,872,501	10,237	-3.7%	Shares	Sole	2023-07-24
2023-03-31	$2,717,305	10,634	-11.6%	Shares	Sole	2023-05-12
2022-12-31	$3,986,682	12,032	+7.7%	Shares	Sole	2023-02-10
2022-09-30	$3,099,061	11,169	+29.7%	Shares	Sole	2022-11-09
2022-06-30	$2,268,906	8,610	+1.2%	Shares	Sole	2022-08-16
2022-03-31	$2,039,319	8,511	-3.5%	Shares	Sole	2022-05-13
2021-12-31	$2,024,417	8,816	-41.9%	Shares	Sole	2022-02-15
2021-09-30	$3,036,426	15,170	+19.8%	Shares	Sole	2021-11-09
2021-06-30	$3,001,779	12,662	+63.5%	Shares	Sole	2021-08-13
2021-03-31	$1,871,792	7,743	+2.9%	Shares	Sole	2021-05-11
2020-12-31	$1,566,969	7,527	+8.1%	Shares	Sole	2021-02-10
2020-09-30	$1,179,939	6,965	-0.7%	Shares	Sole	2020-11-10
2020-06-30	$1,315,801	7,012	+7.3%	Shares	Sole	2020-08-05
2020-03-31	$1,157,516	6,533	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.