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Cooper Financial Group’s Cigna CI Stock Holding History

Cooper 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 		$881K Sell
3,197
-232
-7% -$65.5K 0.07% 186
2026
Q1 		$915K Buy
3,429
+1,143
+50% +$316K 0.09% 172
2025
Q4 		$629K Sell
2,286
-97
-4% -$27.2K 0.07% 204
2025
Q3 		$687K Sell
2,383
-190
-7% -$56.2K 0.08% 189
2025
Q2 		$851K Sell
2,573
-200
-7% -$64.5K 0.1% 164
2025
Q1 		$912K Buy
2,773
+563
+25% +$170K 0.12% 153
2024
Q4 		$610K Sell
2,210
-33
-1% -$10.5K 0.07% 210
2024
Q3 		$777K Sell
2,243
-495
-18% -$170K 0.1% 176
2024
Q2 		$905K Buy
2,738
+962
+54% +$332K 0.13% 136
2024
Q1 		$645K Sell
1,776
-319
-15% -$105K 0.11% 178
2023
Q4 		$627K Buy
2,095
+248
+13% +$72.5K 0.11% 178
2023
Q3 		$528K Buy
1,847
+111
+6% +$31.7K 0.13% 184
2023
Q2 		$487K Buy
1,736
+199
+13% +$51.8K 0.12% 193
2023
Q1 		$393K Sell
1,537
-111
-7% -$32.3K 0.11% 203
2022
Q4 		$546K Buy
1,648
+365
+28% +$115K 0.17% 138
2022
Q3 		$356K Buy
1,283
+228
+22% +$64.2K 0.13% 160
2022
Q2 		$278K Sell
1,055
-7
-0.7% -$1.8K 0.1% 192
2022
Q1 		$255K Buy
1,062
+121
+13% +$28.3K 0.1% 199
2021
Q4 		$216K Buy
+941
New +$200K 0.08% 216
2021
Q2 		– Sell
-907
Closed -$219K – 253
2021
Q1 		$219K Buy
+907
New +$202K 0.05% 223

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

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

Cooper Financial Group reduced its Cigna (CI) stake by 6.8% in Q2 2026, selling an estimated $65.5K and leaving 3,197 shares worth $881K. The position accounts for 0.07% of the portfolio, ranked #186.

Cooper Financial Group first reported a position in CI in Q1 2021 and has held it in 20 quarters since. The position peaked at $915K in Q1 2026. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Cooper Financial Group held 3,197 shares of Cigna worth $881K as of Q2 2026.
  • Cooper Financial Group sold 232 Cigna shares in Q2 2026, an estimated $65.5K.
  • Cigna made up 0.07% of Cooper Financial Group's portfolio in Q2 2026, its #186 holding.
  • Cooper Financial Group first reported a position in Cigna in Q1 2021 and has held it in 20 quarters since.
  • Cooper Financial Group's Cigna position peaked at $915K in Q1 2026.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.