Cooper Financial Group

Position in CI — Cigna Group

CIK 1751581 IRVINE, CA

Position in CI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$881,348

-$33,337 QoQ

Shares Held

3,197

-6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#805

of 1,682 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cooper Financial Group holds $2,992,439 across 3 Healthcare Plans names. CI ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,459	$1,853,294
2	CI	Cigna Group This page	3,197	$881,348
3	CVS	CVS HEALTH Corp	2,492	$257,797

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$881,348	3,197	-6.8%	Shares	Sole	2026-07-08
2026-03-31	$914,685	3,429	+50.0%	Shares	Sole	2026-04-07
2025-12-31	$629,175	2,286	-4.1%	Shares	Sole	2026-01-08
2025-09-30	$686,899	2,383	-7.4%	Shares	Sole	2025-10-07
2025-06-30	$850,582	2,573	-7.2%	Shares	Sole	2025-07-18
2025-03-31	$912,317	2,773	+25.5%	Shares	Sole	2025-05-12
2024-12-31	$610,269	2,210	-1.5%	Shares	Sole	2025-01-13
2024-09-30	$777,064	2,243	-18.1%	Shares	Sole	2024-11-14
2024-06-30	$905,100	2,738	+54.2%	Shares	Sole	2024-07-15
2024-03-31	$645,025	1,776	-15.2%	Shares	Sole	2024-04-11
2023-12-31	$627,347	2,095	+13.4%	Shares	Sole	2024-01-16
2023-09-30	$528,371	1,847	+6.4%	Shares	Sole	2023-10-13
2023-06-30	$487,121	1,736	+12.9%	Shares	Sole	2023-07-07
2023-03-31	$392,749	1,537	-6.7%	Shares	Sole	2023-05-11
2022-12-31	$546,048	1,648	+28.4%	Shares	Sole	2023-01-13
2022-09-30	$355,994	1,283	+21.6%	Shares	Sole	2022-10-13
2022-06-30	$278,013	1,055	-0.7%	Shares	Sole	2022-07-11
2022-03-31	$254,465	1,062	+12.9%	Shares	Sole	2022-04-25
2021-12-31	$216,081	941	+3.7%	Shares	Sole	2022-02-11
2021-03-31	$219,258	907	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.