Financial Perspectives’s Cigna CI Stock Holding History

Financial Perspectives’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	$105K	Hold	380	–	–	0.03%	237
2026 Q1	$101K	Hold	380	–	–	0.03%	231
2025 Q4	$105K	Hold	380	–	–	0.03%	225
2025 Q3	$110K	Hold	380	–	–	0.03%	222
2025 Q2	$126K	Hold	380	–	–	0.04%	203
2025 Q1	$125K	Buy	380 +2	+0.5%	+$603	0.04%	189
2024 Q4	$104K	Buy	378 +372	+6,200%	+$119K	0.04%	210
2024 Q3	$2.18K	Hold	6	–	–	﹤0.01%	585
2024 Q2	$2.07K	Hold	6	–	–	﹤0.01%	577
2024 Q1	$2.26K	Hold	6	–	–	﹤0.01%	562
2023 Q4	$1.86K	Hold	6	–	–	﹤0.01%	600
2023 Q3	$1.77K	Hold	6	–	–	﹤0.01%	609
2023 Q2	$1.73K	Hold	6	–	–	﹤0.01%	597
2023 Q1	$1.56K	Hold	6	–	–	﹤0.01%	596
2022 Q4	$2.02K	Hold	6	–	–	﹤0.01%	582
2022 Q3	$1.69K	Hold	6	–	–	﹤0.01%	593
2022 Q2	$1.59K	Hold	6	–	–	﹤0.01%	607
2022 Q1	$1.44K	Hold	6	–	–	﹤0.01%	628
2021 Q4	$1.38K	Hold	6	–	–	﹤0.01%	602
2021 Q3	$1.2K	Hold	6	–	–	﹤0.01%	611
2021 Q2	$1.42K	Sell	6 -1,444	-100%	-$361K	﹤0.01%	627
2021 Q1	$6K	Buy	1,450 +1,444	+24,067%	+$322K	﹤0.01%	615
2020 Q4	$1.25K	Hold	6	–	–	﹤0.01%	567
2020 Q3	$1.02K	Hold	6	–	–	﹤0.01%	529
2020 Q2	$1.13K	Hold	6	–	–	﹤0.01%	510
2020 Q1	$1.06K	Hold	6	–	–	﹤0.01%	489
2019 Q4	$1.23K	Buy	+6	New	+$1.1K	﹤0.01%	475

Other funds holding CI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Financial Perspectives's CI Position: Q2 2026 in Review

Financial Perspectives held its Cigna (CI) position steady in Q2 2026 at 380 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #237.

Financial Perspectives first reported a position in CI in Q4 2019 and has held it in 27 quarters since. The position peaked at $126K in Q2 2025. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Financial Perspectives held 380 shares of Cigna worth $105K as of Q2 2026.
Financial Perspectives left its Cigna share count unchanged in Q2 2026.
Cigna made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #237 holding.
Financial Perspectives first reported a position in Cigna in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Cigna position peaked at $126K in Q2 2025.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.