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Legacy Financial Advisors’s Cigna CI Stock Holding History

Legacy Financial 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
Q1 		$367K Buy
1,375
+400
+41% +$111K 0.05% 289
2025
Q4 		$268K Sell
975
-490
-33% -$137K 0.04% 333
2025
Q3 		$422K Sell
1,465
-17
-1% -$5.03K 0.06% 253
2025
Q2 		$490K Buy
1,482
+82
+6% +$26.4K 0.08% 207
2025
Q1 		$461K Buy
1,400
+39
+3% +$11.7K 0.08% 208
2024
Q4 		$376K Sell
1,361
-151
-10% -$48.1K 0.06% 239
2024
Q3 		$524K Buy
1,512
+84
+6% +$28.9K 0.09% 186
2024
Q2 		$472K Buy
1,428
+200
+16% +$69K 0.08% 183
2024
Q1 		$446K Sell
1,228
-22
-2% -$7.24K 0.08% 190
2023
Q4 		$374K Buy
1,250
+37
+3% +$10.8K 0.07% 195
2023
Q3 		$347K Sell
1,213
-1
-0.1% -$285 0.07% 186
2023
Q2 		$341K Buy
1,214
+38
+3% +$9.9K 0.06% 185
2023
Q1 		$301K Sell
1,176
-61
-5% -$17.8K 0.06% 185
2022
Q4 		$410K Buy
1,237
+114
+10% +$36.1K 0.09% 133
2022
Q3 		$312K Buy
1,123
+241
+27% +$67.8K 0.07% 155
2022
Q2 		$232K Buy
+882
New +$227K 0.06% 186
2019
Q2 		– Sell
-232
Closed -$37K – 262
2019
Q1 		$37K Sell
232
-94
-29% -$17.2K 0.01% 326
2018
Q4 		$62K Buy
326
+261
+402% +$54.4K 0.02% 201
2018
Q3 		$13K Buy
65
+3
+5% +$556 ﹤0.01% 449
2018
Q2 		$11K Hold
62
– – ﹤0.01% 491
2018
Q1 		$10K Sell
62
-58
-48% -$11.3K ﹤0.01% 466
2017
Q4 		$24K Buy
+120
New +$23.9K 0.01% 339

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Legacy Financial Advisors's CI Position: Q1 2026 in Review

Legacy Financial Advisors increased its Cigna (CI) stake by 41% in Q1 2026, buying an estimated $111K and bringing the position to 1,375 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #289.

Legacy Financial Advisors first reported a position in CI in Q4 2017 and has held it in 22 quarters since. The position peaked at $524K in Q3 2024. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Legacy Financial Advisors held 1,375 shares of Cigna worth $367K as of Q1 2026.
  • Legacy Financial Advisors bought 400 Cigna shares in Q1 2026, an estimated $111K.
  • Cigna made up 0.05% of Legacy Financial Advisors's portfolio in Q1 2026, its #289 holding.
  • Legacy Financial Advisors first reported a position in Cigna in Q4 2017 and has held it in 22 quarters since.
  • Legacy Financial Advisors's Cigna position peaked at $524K in Q3 2024.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.