Catalyst Financial Partners’s Cigna CI Stock Holding History

Catalyst Financial Partners’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	$397K	Buy	1,488 +418	+39%	+$116K	0.05%	239
2025 Q4	$294K	Buy	1,070 +29	+3%	+$8.13K	0.03%	257
2025 Q3	$300K	Sell	1,041 -67	-6%	-$19.8K	0.04%	235
2025 Q2	$366K	Buy	1,108 +6	+0.5%	+$1.93K	0.04%	208
2025 Q1	$363K	Buy	1,102 +100	+10%	+$30.1K	0.07%	187
2024 Q4	$277K	Sell	1,002 -8	-0.8%	-$2.55K	0.05%	219
2024 Q3	$350K	Buy	1,010 +83	+9%	+$28.6K	0.07%	180
2024 Q2	$306K	Buy	927 +134	+17%	+$46.2K	0.07%	185
2024 Q1	$274K	Buy	793 +5	+0.6%	+$1.65K	0.07%	188
2023 Q4	$236K	Buy	788 +66	+9%	+$19.3K	0.07%	195
2023 Q3	$207K	Buy	+722	New	+$206K	0.07%	199

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

Catalyst Financial Partners's CI Position: Q1 2026 in Review

Catalyst Financial Partners increased its Cigna (CI) stake by 39% in Q1 2026, buying an estimated $116K and bringing the position to 1,488 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #239.

Catalyst Financial Partners first reported a position in CI in Q3 2023 and has held it in 11 quarters since. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Catalyst Financial Partners held 1,488 shares of Cigna worth $397K as of Q1 2026.
Catalyst Financial Partners bought 418 Cigna shares in Q1 2026, an estimated $116K.
Cigna made up 0.05% of Catalyst Financial Partners's portfolio in Q1 2026, its #239 holding.
Catalyst Financial Partners first reported a position in Cigna in Q3 2023 and has held it in 11 quarters since.
1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.