BFG
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Birch Financial Group’s Cigna CI Stock Holding History

Birch 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 		$629K Sell
2,282
-119
-5% -$33.6K 0.32% 58
2026
Q1 		$640K Buy
2,401
+521
+28% +$144K 0.37% 60
2025
Q4 		$518K Buy
1,880
+915
+95% +$257K 0.3% 69
2025
Q3 		$278K Buy
965
+119
+14% +$35.2K 0.16% 93
2025
Q2 		$280K Buy
+846
New +$273K 0.22% 85

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

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

Birch Financial Group reduced its Cigna (CI) stake by 5% in Q2 2026, selling an estimated $33.6K and leaving 2,282 shares worth $629K. The position accounts for 0.32% of the portfolio, ranked #58.

Birch Financial Group first reported a position in CI in Q2 2025 and has held it in 5 quarters since. The position peaked at $640K in Q1 2026. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Birch Financial Group held 2,282 shares of Cigna worth $629K as of Q2 2026.
  • Birch Financial Group sold 119 Cigna shares in Q2 2026, an estimated $33.6K.
  • Cigna made up 0.32% of Birch Financial Group's portfolio in Q2 2026, its #58 holding.
  • Birch Financial Group first reported a position in Cigna in Q2 2025 and has held it in 5 quarters since.
  • Birch Financial Group's Cigna position peaked at $640K in Q1 2026.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.