Birch Financial Group
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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
Q3 		$469K Sell
1,724
-558
-24% -$157K 0.22% 72
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

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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Birch Financial Group's CI Position: Q3 2026 in Review

Birch Financial Group reduced its Cigna (CI) stake by 24% in Q3 2026, selling an estimated $157K and leaving 1,724 shares worth $469K. The position accounts for 0.22% of the portfolio, ranked #72.

Birch Financial Group first reported a position in CI in Q2 2025 and has held it in 6 quarters since. The position peaked at $640K in Q1 2026. 967 funds tracked by Wall St. Rank hold CI as of Q3 2026.

  • Birch Financial Group held 1,724 shares of Cigna worth $469K as of Q3 2026.
  • Birch Financial Group sold 558 Cigna shares in Q3 2026, an estimated $157K.
  • Cigna made up 0.22% of Birch Financial Group's portfolio in Q3 2026, its #72 holding.
  • Birch Financial Group first reported a position in Cigna in Q2 2025 and has held it in 6 quarters since.
  • Birch Financial Group's Cigna position peaked at $640K in Q1 2026.
  • 967 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.