Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$242,598
-$3,612 QoQ
Shares Held
880
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,264
of 1,682 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BankPlus Trust Department holds $359,023 across 3 Healthcare Plans names. CI ranks #1 (67.6% of the industry book) .
All Filings in CI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,598 | 880 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $246,210 | 923 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $254,037 | 923 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $280,467 | 973 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $365,621 | 1,106 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $365,519 | 1,111 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $331,644 | 1,201 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||