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Briaud Financial Planning’s Cigna CI Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-40
Closed -$13K – 74
2025
Q2 		$13K Buy
40
+16
+67% +$5.16K 0.01% 214
2025
Q1 		$7K Hold
24
– – ﹤0.01% 145
2024
Q4 		$6K Hold
24
– – ﹤0.01% 148
2024
Q3 		$8K Hold
24
– – ﹤0.01% 108
2024
Q2 		$7K Buy
+24
New +$8.28K ﹤0.01% 109

Other funds holding CI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Briaud Financial Planning's CI Position: Q3 2025 in Review

Briaud Financial Planning sold out of Cigna (CI) in Q3 2025, closing a stake of 40 shares — an estimated $13K sold.

Briaud Financial Planning first reported a position in CI in Q2 2024 and held it in 5 quarters. The position peaked at $13K in Q2 2025. 1,613 funds tracked by Wall St. Rank hold CI as of Q3 2025.

  • Briaud Financial Planning reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 40 Cigna shares in Q3 2025, an estimated $13K.
  • Briaud Financial Planning first reported a position in Cigna in Q2 2024 and held it in 5 quarters.
  • Briaud Financial Planning's Cigna position peaked at $13K in Q2 2025.
  • 1,613 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.