CapWealth Advisors’s Cigna CI Stock Holding History

CapWealth 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 Q3	–	Sell	-1,357	Closed	-$374K	–	124
2026 Q2	$374K	Buy	+1,357	New	+$383K	0.03%	93

Other funds holding CI

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

CapWealth Advisors's CI Position: Q3 2026 in Review

CapWealth Advisors sold out of Cigna (CI) in Q3 2026, closing a stake of 1,357 shares — an estimated $374K sold.

CapWealth Advisors first reported a position in CI in Q2 2026 and held it in 1 quarter. The position peaked at $374K in Q2 2026. 66 funds tracked by Wall St. Rank hold CI as of Q3 2026.

CapWealth Advisors reported no remaining Cigna position as of Q3 2026 after selling out during the quarter.
CapWealth Advisors sold 1,357 Cigna shares in Q3 2026, an estimated $374K.
CapWealth Advisors first reported a position in Cigna in Q2 2026 and held it in 1 quarter.
CapWealth Advisors's Cigna position peaked at $374K in Q2 2026.
66 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.