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Capstone Financial Advisors’s Cigna CI Stock Holding History

Capstone 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 		$1.11M Sell
4,157
-24
-0.6% -$6.64K 0.06% 59
2025
Q4 		$1.15M Sell
4,181
-5
-0.1% -$1.4K 0.06% 58
2025
Q3 		$1.21M Buy
4,186
+3
+0.1% +$888 0.07% 58
2025
Q2 		$1.38M Buy
4,183
+1
+0% +$322 0.08% 56
2025
Q1 		$1.38M Hold
4,182
– – 0.09% 52
2024
Q4 		$1.15M Buy
4,182
+1
+0% +$319 0.07% 58
2024
Q3 		$1.45M Buy
4,181
+4
+0.1% +$1.38K 0.09% 47
2024
Q2 		$1.38M Buy
4,177
+10
+0.2% +$3.45K 0.09% 43
2024
Q1 		$1.51M Buy
4,167
+25
+0.6% +$8.23K 0.1% 41
2023
Q4 		$1.24M Buy
4,142
+1
+0% +$292 0.09% 45
2023
Q3 		$1.18M Sell
4,141
-468
-10% -$133K 0.09% 45
2023
Q2 		$1.29M Buy
4,609
+62
+1% +$16.1K 0.1% 45
2023
Q1 		$1.16M Buy
4,547
+3
+0.1% +$874 0.09% 46
2022
Q4 		$1.51M Sell
4,544
-234
-5% -$74K 0.13% 41
2022
Q3 		$1.33M Buy
4,778
+3
+0.1% +$844 0.12% 41
2022
Q2 		$1.26M Buy
4,775
+4
+0.1% +$1.03K 0.11% 44
2022
Q1 		$1.14M Sell
4,771
-303
-6% -$70.9K 0.08% 47
2021
Q4 		$1.17M Hold
5,074
– – 0.08% 47
2021
Q3 		$1.02M Hold
5,074
– – 0.08% 42
2021
Q2 		$1.2M Buy
5,074
+2,795
+123% +$698K 0.1% 36
2021
Q1 		$551K Sell
2,279
-350
-13% -$78K 0.05% 52
2020
Q4 		$547K Sell
2,629
-61
-2% -$12K 0.05% 48
2020
Q3 		$456K Buy
2,690
+1,000
+59% +$176K 0.05% 50
2020
Q2 		$317K Hold
1,690
– – 0.04% 62
2020
Q1 		$299K Sell
1,690
-377
-18% -$73.1K 0.04% 54
2019
Q4 		$423K Hold
2,067
– – 0.06% 49
2019
Q3 		$314K Buy
+2,067
New +$336K 0.05% 59

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Capstone Financial Advisors reduced its Cigna (CI) stake by 0.57% in Q1 2026, selling an estimated $6.64K and leaving 4,157 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #59.

Capstone Financial Advisors first reported a position in CI in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.51M in Q1 2024. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Capstone Financial Advisors held 4,157 shares of Cigna worth $1.11M as of Q1 2026.
  • Capstone Financial Advisors sold 24 Cigna shares in Q1 2026, an estimated $6.64K.
  • Cigna made up 0.06% of Capstone Financial Advisors's portfolio in Q1 2026, its #59 holding.
  • Capstone Financial Advisors first reported a position in Cigna in Q3 2019 and has held it in 27 quarters since.
  • Capstone Financial Advisors's Cigna position peaked at $1.51M in Q1 2024.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

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