Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,855,769
+$92,506 QoQ
Shares Held
10,359
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#515
of 1,679 holders
Holding Since
Jun 2025
5 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, 2026Key Financial Inc holds $4,685,150 across 5 Healthcare Plans names. CI ranks #1 (61.0% of the industry book) .
All Filings in CI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,855,769 | 10,359 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,763,263 | 10,359 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,853,034 | 10,366 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,013,653 | 10,455 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,553,073 | 10,748 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||