Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$207,587
+$2,022 QoQ
Shares Held
753
+33.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,335
of 1,682 holders
Holding Since
Mar 2024
2 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, 2026Sovereign Financial Group, Inc. holds $1,170,601 across 2 Healthcare Plans names. CI ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,317 | $963,014 | |
| 2 | CI |
Cigna Group
This page
|
753 | $207,587 |
All Filings in CI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,587 | 753 | Shares | Sole | 2026-07-24 | |
| 2024-03-31 | $205,565 | 566 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||