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Clayton Financial Group’s Cigna CI Stock Holding History

Clayton Financial Group’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 		– Sell
-11
Closed -$2.94K – 154
2026
Q1 		$2.94K Buy
+11
New +$3.04K ﹤0.01% 407
2025
Q2 		– Sell
-1,833
Closed -$603K – 43
2025
Q1 		$603K Buy
1,833
+9
+0.5% +$2.71K 0.22% 60
2024
Q4 		$504K Buy
1,824
+9
+0.5% +$2.87K 0.18% 68
2024
Q3 		$629K Buy
+1,815
New +$625K 0.24% 61

Other funds holding CI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Clayton Financial Group's CI Position: Q2 2026 in Review

Clayton Financial Group sold out of Cigna (CI) in Q2 2026, closing a stake of 11 shares — an estimated $2.94K sold.

Clayton Financial Group first reported a position in CI in Q3 2024 and held it in 4 quarters. The position peaked at $629K in Q3 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Clayton Financial Group reported no remaining Cigna position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 11 Cigna shares in Q2 2026, an estimated $2.94K.
  • Clayton Financial Group first reported a position in Cigna in Q3 2024 and held it in 4 quarters.
  • Clayton Financial Group's Cigna position peaked at $629K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.