MF
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Montis Financial’s Cigna CI Stock Holding History

Montis Financial’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 		$245K Buy
+888
New +$251K 0.05% 139
2026
Q1 		– Sell
-788
Closed -$217K – 152
2025
Q4 		$217K Buy
788
+41
+5% +$11.5K 0.04% 147
2025
Q3 		$215K Hold
747
– – 0.05% 149
2025
Q2 		$247K Hold
747
– – 0.07% 120
2025
Q1 		$246K Sell
747
-67
-8% -$20.2K 0.07% 123
2024
Q4 		$225K Buy
+814
New +$259K 0.07% 126

Other funds holding CI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Montis Financial's CI Position: Q2 2026 in Review

Montis Financial opened a new position in Cigna (CI) in Q2 2026: 888 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #139 among its holdings. This is a return to the name: Montis Financial previously reported a position in CI as recently as Q4 2025.

Montis Financial first reported a position in CI in Q4 2024 and has held it in 6 quarters since. The position peaked at $247K in Q2 2025. 1,700 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Montis Financial held 888 shares of Cigna worth $245K as of Q2 2026.
  • Cigna was a new Montis Financial position in Q2 2026.
  • Cigna made up 0.05% of Montis Financial's portfolio in Q2 2026, its #139 holding.
  • Montis Financial first reported a position in Cigna in Q4 2024 and has held it in 6 quarters since.
  • Montis Financial's Cigna position peaked at $247K in Q2 2025.
  • 1,700 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.