CWS
CI icon

Confluence Wealth Services’s Cigna CI Stock Holding History

Confluence Wealth Services’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 		$492K Buy
1,783
+185
+12% +$52.3K 0.01% 333
2026
Q1 		$426K Buy
1,598
+34
+2% +$9.41K 0.02% 285
2025
Q4 		$430K Buy
1,564
+59
+4% +$16.5K 0.02% 273
2025
Q3 		$434K Hold
1,505
– – 0.02% 266
2025
Q2 		$498K Hold
1,505
– – 0.03% 244
2025
Q1 		$507K Sell
1,505
-7
-0.5% -$2.11K 0.03% 229
2024
Q4 		$446K Buy
1,512
+98
+7% +$31.2K 0.03% 234
2024
Q3 		$490K Sell
1,414
-34
-2% -$11.7K 0.04% 225
2024
Q2 		$479K Sell
1,448
-19
-1% -$6.55K 0.04% 230
2024
Q1 		$533K Buy
1,467
+80
+6% +$26.3K 0.05% 200
2023
Q4 		$415K Sell
1,387
-28
-2% -$8.18K 0.05% 207
2023
Q3 		$405K Hold
1,415
– – 0.08% 179
2023
Q2 		$397K Sell
1,415
-15
-1% -$3.91K 0.08% 184
2023
Q1 		$365K Buy
1,430
+119
+9% +$34.7K 0.09% 171
2022
Q4 		$434K Hold
1,311
– – 0.11% 153
2022
Q3 		$363K Sell
1,311
-159
-11% -$44.7K 0.15% 161
2022
Q2 		$420K Sell
1,470
-2
-0.1% -$515 0.18% 170
2022
Q1 		$352K Sell
1,472
-8
-0.5% -$1.87K 0.13% 171
2021
Q4 		$339K Buy
+1,480
New +$315K 0.11% 175

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Confluence Wealth Services's CI Position: Q2 2026 in Review

Confluence Wealth Services increased its Cigna (CI) stake by 12% in Q2 2026, buying an estimated $52.3K and bringing the position to 1,783 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #333.

Confluence Wealth Services first reported a position in CI in Q4 2021 and has held it in 19 quarters since. The position peaked at $533K in Q1 2024. 1,692 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Confluence Wealth Services held 1,783 shares of Cigna worth $492K as of Q2 2026.
  • Confluence Wealth Services bought 185 Cigna shares in Q2 2026, an estimated $52.3K.
  • Cigna made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #333 holding.
  • Confluence Wealth Services first reported a position in Cigna in Q4 2021 and has held it in 19 quarters since.
  • Confluence Wealth Services's Cigna position peaked at $533K in Q1 2024.
  • 1,692 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.