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 Q2	$216K	Hold	765	–	–	0.03%	450
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cigna Investments's LPLA Position: Q2 2026 in Review

Cigna Investments held its LPL Financial (LPLA) position steady in Q2 2026 at 765 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #450.

Cigna Investments first reported a position in LPLA in Q3 2023 and has held it in 10 quarters since. The position peaked at $295K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Cigna Investments held 765 shares of LPL Financial worth $216K as of Q2 2026.
Cigna Investments left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.03% of Cigna Investments's portfolio in Q2 2026, its #450 holding.
Cigna Investments first reported a position in LPL Financial in Q3 2023 and has held it in 10 quarters since.
Cigna Investments's LPL Financial position peaked at $295K in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Cigna Investments's 13F filing for Q2 2026, filed 21 Jul 2026.