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Montecito Bank & Trust’s Cigna CI Stock Holding History

Montecito Bank & Trust’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 		– Sell
-1,039
Closed -$277K – 274
2026
Q1 		$277K Sell
1,039
-225
-18% -$62.3K 0.05% 241
2025
Q4 		$348K Sell
1,264
-290
-19% -$81.3K 0.06% 226
2025
Q3 		$448K Buy
+1,554
New +$460K 0.07% 217
2025
Q1 		$863K Buy
2,624
+234
+10% +$70.5K 0.15% 146
2024
Q4 		$660K Buy
2,390
+401
+20% +$128K 0.11% 175
2024
Q3 		$689K Buy
1,989
+1,154
+138% +$397K 0.12% 171
2024
Q2 		$276K Buy
+835
New +$288K 0.06% 229

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

Montecito Bank & Trust's CI Position: Q2 2026 in Review

Montecito Bank & Trust sold out of Cigna (CI) in Q2 2026, closing a stake of 1,039 shares — an estimated $277K sold.

Montecito Bank & Trust first reported a position in CI in Q2 2024 and held it in 7 quarters. The position peaked at $863K in Q1 2025. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Montecito Bank & Trust reported no remaining Cigna position as of Q2 2026 after selling out during the quarter.
  • Montecito Bank & Trust sold 1,039 Cigna shares in Q2 2026, an estimated $277K.
  • Montecito Bank & Trust first reported a position in Cigna in Q2 2024 and held it in 7 quarters.
  • Montecito Bank & Trust's Cigna position peaked at $863K in Q1 2025.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.