Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,196,675
-$5,971 QoQ
Shares Held
15,223
-3.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#443
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Fiduciary Trust Co holds $33,336,003 across 6 Healthcare Plans names. CI ranks #3 (12.6% 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 | $4,196,675 | 15,223 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,202,646 | 15,755 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,401,753 | 15,993 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,021,026 | 17,419 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,772,918 | 17,463 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,938,779 | 18,051 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,534,397 | 20,042 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,910,091 | 19,946 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,465,618 | 19,559 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,210,548 | 17,100 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,891,814 | 16,336 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,957,020 | 17,328 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,168,932 | 18,421 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,739,825 | 18,549 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,212,293 | 18,749 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,143,183 | 18,536 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,930,458 | 18,710 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,511,856 | 18,830 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,425,428 | 19,272 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,861,886 | 19,294 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,642,028 | 23,799 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,934,716 | 24,550 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $5,175,354 | 24,860 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,118,695 | 24,312 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,813,034 | 25,649 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,576,027 | 25,827 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||