Mechanics Bank - Trust Department’s Cigna CI Stock Holding History

Mechanics Bank - Trust Department’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	$772K	Hold	2,800	–	–	0.1%	143
2026 Q1	$747K	Hold	2,800	–	–	0.1%	135
2025 Q4	$771K	Hold	2,800	–	–	0.1%	131
2025 Q3	$807K	Hold	2,800	–	–	0.11%	126
2025 Q2	$926K	Hold	2,800	–	–	0.13%	124
2025 Q1	$921K	Sell	2,800 -100	-3%	-$30.1K	0.13%	127
2024 Q4	$801K	Hold	2,900	–	–	0.11%	124
2024 Q3	$1M	Sell	2,900 -100	-3%	-$34.4K	0.13%	122
2024 Q2	$992K	Buy	3,000 +1,000	+50%	+$345K	0.14%	120
2024 Q1	$726K	Sell	2,000 -24	-1%	-$7.9K	0.11%	128
2023 Q4	$606K	Hold	2,024	–	–	0.09%	129
2023 Q3	$579K	Buy	2,024 +24	+1%	+$6.84K	0.1%	121
2023 Q2	$561K	Hold	2,000	–	–	0.09%	134
2023 Q1	$511K	Hold	2,000	–	–	0.09%	135
2022 Q4	$663K	Hold	2,000	–	–	0.11%	125
2022 Q3	$555K	Hold	2,000	–	–	0.11%	125
2022 Q2	$527K	Hold	2,000	–	–	0.09%	130
2022 Q1	$479K	Sell	2,000 -8	-0.4%	-$1.87K	0.07%	137
2021 Q4	$461K	Hold	2,008	–	–	0.07%	138
2021 Q3	$402K	Hold	2,008	–	–	0.07%	141
2021 Q2	$476K	Hold	2,008	–	–	0.08%	138
2021 Q1	$485K	Hold	2,008	–	–	0.08%	132
2020 Q4	$418K	Buy	2,008 +8	+0.4%	+$1.57K	0.08%	132
2020 Q3	$339K	Hold	2,000	–	–	0.07%	135
2020 Q2	$375K	Sell	2,000 -240	-11%	-$45.5K	0.08%	131
2020 Q1	$397K	Sell	2,240 -500	-18%	-$97K	0.1%	121
2019 Q4	$560K	Sell	2,740 -121	-4%	-$22.2K	0.11%	122
2019 Q3	$434K	Hold	2,861	–	–	0.09%	140
2019 Q2	$451K	Hold	2,861	–	–	0.1%	117
2019 Q1	$460K	Sell	2,861 -4,625	-62%	-$845K	0.1%	118
2018 Q4	$1.42M	Buy	7,486 +4,429	+145%	+$924K	0.36%	78
2018 Q3	$637K	Buy	3,057 +57	+2%	+$10.6K	0.14%	110
2018 Q2	$510K	Hold	3,000	–	–	0.12%	112
2018 Q1	$503K	Sell	3,000 -500	-14%	-$97.2K	0.12%	116
2017 Q4	$711K	Hold	3,500	–	–	0.16%	102
2017 Q3	$654K	Sell	3,500 -220	-6%	-$39.2K	0.16%	105
2017 Q2	$623K	Hold	3,720	–	–	0.15%	106
2017 Q1	$545K	Hold	3,720	–	–	0.13%	110
2016 Q4	$496K	Sell	3,720 -2,500	-40%	-$327K	0.12%	115
2016 Q3	$811K	Hold	6,220	–	–	0.2%	96
2016 Q2	$796K	Hold	6,220	–	–	0.29%	63
2016 Q1	$854K	Hold	6,220	–	–	0.33%	64
2015 Q4	$910K	Hold	6,220	–	–	0.36%	66
2015 Q3	$840K	Sell	6,220 -650	-9%	-$94.4K	0.34%	64
2015 Q2	$1.11M	Hold	6,870	–	–	0.39%	61
2015 Q1	$890K	Hold	6,870	–	–	0.29%	69
2014 Q4	$707K	Hold	6,870	–	–	0.22%	74
2014 Q3	$623K	Buy	6,870 +3,720	+118%	+$348K	0.19%	84
2014 Q2	$290K	Hold	3,150	–	–	0.08%	122
2014 Q1	$264K	Hold	3,150	–	–	0.06%	130
2013 Q4	$276K	Hold	3,150	–	–	0.07%	125
2013 Q3	$242K	Hold	3,150	–	–	0.07%	125
2013 Q2	$228K	Buy	+3,150	New	+$212K	0.06%	132

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

Mechanics Bank - Trust Department's CI Position: Q2 2026 in Review

Mechanics Bank - Trust Department held its Cigna (CI) position steady in Q2 2026 at 2,800 shares worth $772K. The position accounts for 0.1% of the portfolio, ranked #143.

Mechanics Bank - Trust Department first reported a position in CI in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.42M in Q4 2018. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Mechanics Bank - Trust Department held 2,800 shares of Cigna worth $772K as of Q2 2026.
Mechanics Bank - Trust Department left its Cigna share count unchanged in Q2 2026.
Cigna made up 0.1% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #143 holding.
Mechanics Bank - Trust Department first reported a position in Cigna in Q2 2013 and has held it in 53 quarters since.
Mechanics Bank - Trust Department's Cigna position peaked at $1.42M in Q4 2018.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.