BFG
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Beacon Financial Group’s Cigna CI Stock Holding History

Beacon Financial Group’s Portfolio CI Stock Details CI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$452K Buy
1,641
+7
+0.4% +$1.98K 0.04% 260
2026
Q1 		$436K Buy
1,634
+18
+1% +$4.98K 0.04% 247
2025
Q4 		$445K Buy
1,616
+10
+0.6% +$2.8K 0.04% 238
2025
Q3 		$463K Sell
1,606
-81
-5% -$24K 0.05% 237
2025
Q2 		$558K Sell
1,687
-56
-3% -$18.1K 0.06% 217
2025
Q1 		$574K Sell
1,743
-453
-21% -$136K 0.06% 201
2024
Q4 		$606K Sell
2,196
-152
-6% -$48.5K 0.07% 195
2024
Q3 		$813K Buy
2,348
+42
+2% +$14.5K 0.09% 174
2024
Q2 		$762K Sell
2,306
-90
-4% -$31K 0.09% 180
2024
Q1 		$870K Sell
2,396
-191
-7% -$62.9K 0.1% 168
2023
Q4 		$775K Sell
2,587
-49
-2% -$14.3K 0.09% 167
2023
Q3 		$728K Sell
2,636
-39
-1% -$11.1K 0.1% 153
2023
Q2 		$742K Buy
+2,675
New +$697K 0.1% 152
2023
Q1 		– Sell
-3,746
Closed -$1.24M – 219
2022
Q4 		$1.24M Sell
3,746
-167
-4% -$52.8K 0.17% 121
2022
Q3 		$1.1M Sell
3,913
-22
-0.6% -$6.19K 0.17% 124
2022
Q2 		$1.02M Sell
3,935
-109
-3% -$28.1K 0.15% 139
2022
Q1 		$979K Sell
4,044
-46
-1% -$10.8K 0.13% 149
2021
Q4 		$958K Buy
4,090
+266
+7% +$56.5K 0.12% 148
2021
Q3 		$780K Buy
3,824
+213
+6% +$46.3K 0.1% 153
2021
Q2 		$838K Sell
3,611
-212
-6% -$53K 0.12% 147
2021
Q1 		$855K Hold
3,823
– – 0.13% 138
2020
Q4 		$855K Buy
3,823
+99
+3% +$19.4K 0.13% 139
2020
Q3 		$631K Buy
3,724
+728
+24% +$128K 0.11% 139
2020
Q2 		$562K Buy
2,996
+122
+4% +$23.1K 0.11% 140
2020
Q1 		$512K Sell
2,874
-167
-5% -$32.4K 0.11% 132
2019
Q4 		$622K Buy
3,041
+112
+4% +$20.5K 0.08% 144
2019
Q3 		$438K Buy
2,929
+83
+3% +$13.5K 0.07% 148
2019
Q2 		$448K Buy
2,846
+113
+4% +$17.7K 0.08% 148
2019
Q1 		$440 Sell
2,733
-494
-15% -$90.2K 0.07% 139
2018
Q4 		$615K Buy
+3,227
New +$673K 0.12% 123

Other funds holding CI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Beacon Financial Group's CI Position: Q2 2026 in Review

Beacon Financial Group increased its Cigna (CI) stake by 0.43% in Q2 2026, buying an estimated $1.98K and bringing the position to 1,641 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #260.

Beacon Financial Group first reported a position in CI in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.24M in Q4 2022. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Beacon Financial Group held 1,641 shares of Cigna worth $452K as of Q2 2026.
  • Beacon Financial Group bought 7 Cigna shares in Q2 2026, an estimated $1.98K.
  • Cigna made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #260 holding.
  • Beacon Financial Group first reported a position in Cigna in Q4 2018 and has held it in 30 quarters since.
  • Beacon Financial Group's Cigna position peaked at $1.24M in Q4 2022.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.