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COMPASS FINANCIAL MANAGEMENT LLC’s Cigna CI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$1.17M Buy
+4,254
New +$1.2M 0.14% 164

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Cigna (CI) in Q2 2026: 4,254 shares worth $1.17M. The stake represents 0.14% of the portfolio and ranks #164 among its holdings.

1,274 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 4,254 shares of Cigna worth $1.17M as of Q2 2026.
  • Cigna was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Cigna made up 0.14% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #164 holding.
  • 1,274 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.