Keystone Financial Services

Position in CI — Cigna Group

CIK 1865158 LOVELAND, CO

Position in CI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$203,726

-$219 QoQ

Shares Held

739

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,348

of 1,682 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Keystone Financial Services holds $1,012,764 across 2 Healthcare Plans names. CI ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ELV	Elevance Health, Inc.	2,092	$809,038
2	CI	Cigna Group This page	739	$203,726

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,726	739	-0.3%	Shares	Sole	2026-08-06
2025-12-31	$203,945	741	-0.8%	Shares	Sole	2026-02-12
2025-09-30	$215,322	747	-2.6%	Shares	Sole	2025-11-13
2025-06-30	$253,554	767	+7.6%	Shares	Sole	2025-08-07
2025-03-31	$234,577	713	-12.7%	Shares	Sole	2025-04-23
2024-12-31	$225,606	817	0.0%	Shares	Sole	2025-01-31
2024-09-30	$283,041	817	0.0%	Shares	Sole	2024-11-05
2024-06-30	$270,075	817	-6.4%	Shares	Sole	2024-07-23
2024-03-31	$317,064	873	-0.8%	Shares	Sole	2024-06-13
2023-12-31	$263,516	880	0.0%	Shares	Sole	2024-01-29
2023-09-30	$251,741	880	0.0%	Shares	Sole	2023-11-08
2023-06-30	$246,928	880	0.0%	Shares	Sole	2023-08-02
2023-03-31	$224,866	880	0.0%	Shares	Sole	2023-04-28
2022-12-31	$291,579	880	-25.5%	Shares	Sole	2023-02-01
2022-09-30	$327,969	1,182	-10.0%	Shares	Sole	2022-10-28
2022-06-30	$346,265	1,314	-1.3%	Shares	Sole	2022-08-03
2022-03-31	$318,920	1,331	-0.7%	Shares	Sole	2022-05-10
2021-12-31	$307,933	1,341	—	Shares	Sole	2022-02-01
No filing history on record for this holder in this stock.