Position in CI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$320,900
-$33,071 QoQ
Shares Held
1,203
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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 Mar 31, 2026First Affirmative Financial Network holds $697,831 across 2 Healthcare Plans names. CI ranks #2 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,393 | $376,931 | |
| 2 | CI |
Cigna Group
This page
|
1,203 | $320,900 |
All Filings in CI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $320,900 | 1,203 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $353,971 | 1,228 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $403,638 | 1,221 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $431,977 | 1,313 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $424,427 | 1,537 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $506,495 | 1,462 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $517,672 | 1,566 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $540,789 | 1,489 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $514,455 | 1,718 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $445,410 | 1,557 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $468,040 | 1,668 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $433,634 | 1,697 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $597,074 | 1,802 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $560,489 | 2,020 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $598,190 | 2,270 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $581,773 | 2,428 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $616,097 | 2,683 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $513,010 | 2,563 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||