Brendel Financial Advisors’s Cigna CI Stock Holding History

Brendel Financial Advisors’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 Q1	$244K	Buy	913 +1	+0.1%	+$277	0.12%	85
2025 Q4	$251K	Hold	912	–	–	0.12%	87
2025 Q3	$263K	Hold	912	–	–	0.14%	87
2025 Q2	$301K	Sell	912 -3	-0.3%	-$967	0.17%	79
2025 Q1	$301K	Sell	915 -25	-3%	-$7.53K	0.18%	75
2024 Q4	$260K	Sell	940 -99	-10%	-$31.6K	0.16%	76
2024 Q3	$360K	Sell	1,039 -5,444	-84%	-$1.87M	0.2%	75
2024 Q2	$2.14M	Buy	+6,483	New	+$2.24M	1.36%	33
2024 Q1	–	Sell	-912	Closed	-$273K	–	65
2023 Q4	$273K	Buy	+912	New	+$267K	0.18%	76
2023 Q2	–	Sell	-1,065	Closed	-$272K	–	58
2023 Q1	$272K	Buy	+1,065	New	+$310K	0.2%	71
2022 Q3	–	Sell	-912	Closed	-$240K	–	52
2022 Q2	$240K	Hold	912	–	–	0.21%	81
2022 Q1	$219K	Hold	912	–	–	0.12%	107
2021 Q4	$209K	Buy	+912	New	+$194K	0.11%	105
2021 Q3	–	Sell	-912	Closed	-$216K	–	101
2021 Q2	$216K	Hold	912	–	–	0.12%	105
2021 Q1	$220K	Buy	+912	New	+$203K	0.15%	81

Other funds holding CI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Brendel Financial Advisors's CI Position: Q1 2026 in Review

Brendel Financial Advisors increased its Cigna (CI) stake by 0.11% in Q1 2026, buying an estimated $277 and bringing the position to 913 shares worth $244K. The position accounts for 0.12% of the portfolio, ranked #85.

Brendel Financial Advisors first reported a position in CI in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.14M in Q2 2024. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Brendel Financial Advisors held 913 shares of Cigna worth $244K as of Q1 2026.
Brendel Financial Advisors bought 1 Cigna share in Q1 2026, an estimated $277.
Cigna made up 0.12% of Brendel Financial Advisors's portfolio in Q1 2026, its #85 holding.
Brendel Financial Advisors first reported a position in Cigna in Q1 2021 and has held it in 15 quarters since.
Brendel Financial Advisors's Cigna position peaked at $2.14M in Q2 2024.
1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Brendel Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.