Confluence Wealth Services, Inc.

Position in CI — Cigna Group

CIK 1910411 MCMURRAY, PA

Position in CI

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$491,537

+$65,271 QoQ

Shares Held

1,783

+11.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#995

of 1,684 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $5,996,805 across 4 Healthcare Plans names. CI ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	7,916	$3,290,127
2	CVS	CVS HEALTH Corp	15,708	$1,624,992
3	ELV	Elevance Health, Inc.	1,526	$590,149
4	CI	Cigna Group This page	1,783	$491,537

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,537	1,783	+11.6%	Shares	Sole	2026-07-22
2026-03-31	$426,266	1,598	+2.2%	Shares	Sole	2026-05-07
2025-12-31	$430,459	1,564	+3.9%	Shares	Sole	2026-01-28
2025-09-30	$433,816	1,505	0.0%	Shares	Sole	2025-10-28
2025-06-30	$497,522	1,505	0.0%	Shares	Sole	2025-07-22
2025-03-31	$495,145	1,505	-0.5%	Shares	Sole	2025-04-24
2024-12-31	$417,523	1,512	+6.9%	Shares	Sole	2025-01-27
2024-09-30	$489,866	1,414	-2.3%	Shares	Sole	2024-10-29
2024-06-30	$478,665	1,448	-1.3%	Shares	Sole	2024-07-31
2024-03-31	$532,799	1,467	+5.8%	Shares	Sole	2024-04-22
2023-12-31	$415,337	1,387	-2.0%	Shares	Sole	2024-01-25
2023-09-30	$404,789	1,415	0.0%	Shares	Sole	2023-11-01
2023-06-30	$397,049	1,415	-1.0%	Shares	Sole	2023-08-01
2023-03-31	$365,407	1,430	+9.1%	Shares	Sole	2023-05-12
2022-12-31	$434,386	1,311	0.0%	Shares	Sole	2023-02-10
2022-09-30	$363,763	1,311	-10.8%	Shares	Sole	2022-11-08
2022-06-30	$387,374	1,470	-0.1%	Shares	Sole	2022-08-15
2022-03-31	$352,705	1,472	-0.5%	Shares	Sole	2022-04-26
2021-12-31	$339,852	1,480	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.