BFS
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Beacon Financial Strategies’s Cigna CI Stock Holding History

Beacon Financial Strategies’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 		$28.4K Hold
103
– – 0.01% 133
2026
Q1 		$27.5K Hold
103
– – 0.02% 101
2025
Q4 		$28.3K Buy
+103
New +$28.9K 0.02% 103

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 Strategies's CI Position: Q2 2026 in Review

Beacon Financial Strategies held its Cigna (CI) position steady in Q2 2026 at 103 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #133.

Beacon Financial Strategies first reported a position in CI in Q4 2025 and has held it in 3 quarters since. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Beacon Financial Strategies held 103 shares of Cigna worth $28.4K as of Q2 2026.
  • Beacon Financial Strategies left its Cigna share count unchanged in Q2 2026.
  • Cigna made up 0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #133 holding.
  • Beacon Financial Strategies first reported a position in Cigna in Q4 2025 and has held it in 3 quarters since.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.