CFFP
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Center for Financial Planning’s Cigna CI Stock Holding History

Center for 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
2026
Q2 		$47.4K Hold
172
– – ﹤0.01% 326
2026
Q1 		$45.9K Hold
172
– – ﹤0.01% 316
2025
Q4 		$47.3K Hold
172
– – ﹤0.01% 303
2025
Q3 		$49.6K Hold
172
– – 0.01% 304
2025
Q2 		$56.9K Hold
172
– – 0.01% 281
2025
Q1 		$56.6K Hold
172
– – 0.01% 266
2024
Q4 		$47.5K Buy
172
+29
+20% +$9.24K 0.01% 275
2024
Q3 		$49.5K Hold
143
– – 0.01% 254
2024
Q2 		$47.3K Hold
143
– – 0.01% 238
2024
Q1 		$51.9K Buy
143
+44
+44% +$14.5K 0.01% 232
2023
Q4 		$29.6K Hold
99
– – 0.01% 274
2023
Q3 		$28.3K Hold
99
– – 0.01% 272
2023
Q2 		$27.8K Hold
99
– – 0.01% 293
2023
Q1 		$25.3K Hold
99
– – 0.01% 278
2022
Q4 		$32.8K Hold
99
– – 0.01% 253
2022
Q3 		$27K Hold
99
– – 0.01% 266
2022
Q2 		$26K Sell
99
-62
-39% -$16K 0.01% 269
2022
Q1 		$39K Sell
161
-53
-25% -$12.4K 0.01% 252
2021
Q4 		$49K Buy
214
+115
+116% +$24.4K 0.01% 229
2021
Q3 		$20K Hold
99
– – ﹤0.01% 304
2021
Q2 		$23K Hold
99
– – 0.01% 294
2021
Q1 		$24K Hold
99
– – 0.01% 290
2020
Q4 		$21K Hold
99
– – 0.01% 275
2020
Q3 		$17K Hold
99
– – 0.01% 274
2020
Q2 		$19K Sell
99
-41
-29% -$7.78K 0.01% 266
2020
Q1 		$25K Buy
140
+41
+41% +$7.95K 0.01% 232
2019
Q4 		$20K Buy
+99
New +$18.2K 0.01% 261

Other funds holding CI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Center for Financial Planning's CI Position: Q2 2026 in Review

Center for Financial Planning held its Cigna (CI) position steady in Q2 2026 at 172 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Center for Financial Planning first reported a position in CI in Q4 2019 and has held it in 27 quarters since. The position peaked at $56.9K in Q2 2025. 509 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Center for Financial Planning held 172 shares of Cigna worth $47.4K as of Q2 2026.
  • Center for Financial Planning left its Cigna share count unchanged in Q2 2026.
  • Cigna made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #326 holding.
  • Center for Financial Planning first reported a position in Cigna in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Cigna position peaked at $56.9K in Q2 2025.
  • 509 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.