Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$582,787
+$39,951 QoQ
Shares Held
2,114
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#939
of 1,684 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, 2026IFC Advisors LLC holds $838,399 across 2 Healthcare Plans names. CI ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
2,114 | $582,787 | |
| 2 | UNH |
Unitedhealth Group Inc
|
615 | $255,612 |
All Filings in CI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,787 | 2,114 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $542,836 | 2,035 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $527,065 | 1,915 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $585,724 | 2,032 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $687,275 | 2,079 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $721,826 | 2,194 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $506,716 | 1,835 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||