CI
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Cigna Investments’s LPL Financial LPLA Stock Holding History

Cigna Investments’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$230K Sell
765
-21
-3% -$7.05K 0.04% 415
2025
Q4 		$280K Hold
786
– – 0.04% 364
2025
Q3 		$261K Hold
786
– – 0.04% 381
2025
Q2 		$295K Buy
786
+40
+5% +$14K 0.05% 347
2025
Q1 		$244K Hold
746
– – 0.05% 385
2024
Q4 		$244K Buy
+746
New +$221K 0.04% 392
2024
Q3 		– Sell
-782
Closed -$219K – 474
2024
Q2 		$219K Sell
782
-17
-2% -$4.61K 0.04% 405
2024
Q1 		$211K Buy
+799
New +$202K 0.04% 430
2023
Q4 		– Sell
-868
Closed -$206K – 442
2023
Q3 		$206K Buy
+868
New +$202K 0.05% 395

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return