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COMPASS FINANCIAL MANAGEMENT LLC

Position in CI — Cigna Group

CIK 2148724 TAMPA, FL

Position in CI

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,172,742
New position
Shares Held
4,254
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#721
of 1,679 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $5,768,577 across 6 Healthcare Plans names. CI ranks #3 (20.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CI
Cigna Group
This page
4,254 $1,172,742

All Filings in CI

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $1,172,742 4,254