JWCA
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J.W. Cole Advisors’s Cigna CI Stock Holding History

J.W. Cole Advisors’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 		$1.46M Buy
+5,311
New +$1.5M 0.03% 612
2026
Q1 		– Sell
-5,297
Closed -$1.38M – 874
2025
Q4 		$1.38M Buy
5,297
+178
+3% +$49.9K 0.03% 533
2025
Q3 		$1.48M Buy
5,119
+619
+14% +$183K 0.03% 582
2025
Q2 		$1.49M Buy
4,500
+263
+6% +$84.8K 0.03% 532
2025
Q1 		$1.39M Buy
4,237
+2,250
+113% +$678K 0.04% 425
2024
Q4 		$549K Sell
1,987
-74
-4% -$23.6K 0.02% 579
2024
Q3 		$714K Sell
2,061
-25
-1% -$8.61K 0.03% 480
2024
Q2 		$690K Sell
2,086
-958
-31% -$330K 0.03% 433
2024
Q1 		$1.11M Buy
3,044
+759
+33% +$250K 0.06% 327
2023
Q4 		$684K Buy
2,285
+440
+24% +$129K 0.04% 391
2023
Q3 		$528K Sell
1,845
-5
-0.3% -$1.43K 0.04% 403
2023
Q2 		$519K Buy
1,850
+9
+0.5% +$2.34K 0.04% 419
2023
Q1 		$471K Buy
1,841
+22
+1% +$6.41K 0.03% 463
2022
Q4 		$603K Buy
1,819
+66
+4% +$20.9K 0.05% 373
2022
Q3 		$486K Buy
1,753
+309
+21% +$87K 0.04% 403
2022
Q2 		$380K Sell
1,444
-56
-4% -$14.4K 0.03% 480
2022
Q1 		$359K Sell
1,500
-1
-0.1% -$234 0.02% 560
2021
Q4 		$345K Buy
1,501
+6
+0.4% +$1.27K 0.02% 597
2021
Q3 		$299K Sell
1,495
-12
-0.8% -$2.61K 0.02% 359
2021
Q2 		$357K Buy
1,507
+305
+25% +$76.2K 0.03% 529
2021
Q1 		$291K Buy
1,202
+142
+13% +$31.7K 0.03% 527
2020
Q4 		$221K Sell
1,060
-366
-26% -$71.8K 0.02% 567
2020
Q3 		$242K Buy
+1,426
New +$251K 0.02% 611
2020
Q1 		– Sell
-1,018
Closed -$208K – 163
2019
Q4 		$208K Buy
+1,018
New +$187K 0.03% 521

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

J.W. Cole Advisors's CI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Cigna (CI) in Q2 2026: 5,311 shares worth $1.46M. The stake represents 0.03% of the portfolio and ranks #612 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CI as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CI in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.49M in Q2 2025. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • J.W. Cole Advisors held 5,311 shares of Cigna worth $1.46M as of Q2 2026.
  • Cigna was a new J.W. Cole Advisors position in Q2 2026.
  • Cigna made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #612 holding.
  • J.W. Cole Advisors first reported a position in Cigna in Q4 2019 and has held it in 24 quarters since.
  • J.W. Cole Advisors's Cigna position peaked at $1.49M in Q2 2025.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.