Position in CI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$403,595
+$13,073 QoQ
Shares Held
1,464
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,071
of 1,679 holders
Holding Since
Mar 2020
26 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, 2026LOWE BROCKENBROUGH & CO INC holds $19,580,371 across 4 Healthcare Plans names. CI ranks #3 (2.1% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,595 | 1,464 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $390,522 | 1,464 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $402,936 | 1,464 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $421,998 | 1,464 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $483,969 | 1,464 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $376,705 | 1,145 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $316,180 | 1,145 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $402,216 | 1,161 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $494,202 | 1,495 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $542,969 | 1,495 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $357,243 | 1,193 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $455,137 | 1,591 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $446,434 | 1,591 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $406,548 | 1,591 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $410,530 | 1,239 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $438,957 | 1,582 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $416,888 | 1,582 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $379,063 | 1,582 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $363,274 | 1,582 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $316,653 | 1,582 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $293,729 | 1,239 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $299,515 | 1,239 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $257,935 | 1,239 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $209,898 | 1,239 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $232,498 | 1,239 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $305,635 | 1,725 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||