Position in CI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$303,248
-$844,844 QoQ
Shares Held
1,100
-74.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,182
of 1,682 holders
Holding Since
Sep 2022
15 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, 2026PFG Advisors holds $1,984,471 across 2 Healthcare Plans names. CI ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,045 | $1,681,223 | |
| 2 | CI |
Cigna Group
This page
|
1,100 | $303,248 |
All Filings in CI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,248 | 1,100 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,148,092 | 4,304 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,116,608 | 4,057 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,044,906 | 3,625 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $904,750 | 2,750 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $722,106 | 2,615 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $779,836 | 2,251 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $728,245 | 2,203 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $735,096 | 2,024 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $504,273 | 1,684 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $475,162 | 1,661 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $435,210 | 1,551 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $367,196 | 1,437 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $468,846 | 1,415 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $405,383 | 1,461 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||