Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,302
New position
Shares Held
41
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,546
of 1,682 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, 2026Montgomery Financial Services LLC holds $31,785 across 2 Healthcare Plans names. CI ranks #2 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
198 | $20,483 | |
| 2 | CI |
Cigna Group
This page
|
41 | $11,302 |
All Filings in CI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,302 | 41 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||