Oakworth Capital’s Cigna CI Stock Holding History

Oakworth Capital’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	$898K	Hold	3,258	–	–	0.04%	112
2026 Q1	$869K	Hold	3,258	–	–	0.05%	103
2025 Q4	$897K	Hold	3,258	–	–	0.05%	94
2025 Q3	$939K	Hold	3,258	–	–	0.05%	92
2025 Q2	$1.08M	Sell	3,258 -19	-0.6%	-$6.13K	0.07%	78
2025 Q1	$1.08M	Buy	3,277 +19	+0.6%	+$5.72K	0.08%	74
2024 Q4	$900K	Hold	3,258	–	–	0.06%	88
2024 Q3	$1.13M	Hold	3,258	–	–	0.08%	75
2024 Q2	$1.08M	Hold	3,258	–	–	0.08%	74
2024 Q1	$1.18M	Hold	3,258	–	–	0.09%	69
2023 Q4	$976K	Hold	3,258	–	–	0.08%	72
2023 Q3	$932K	Hold	3,258	–	–	0.08%	68
2023 Q2	$914K	Hold	3,258	–	–	0.08%	67
2023 Q1	$833K	Hold	3,258	–	–	0.07%	72
2022 Q4	$1.08M	Sell	3,258 -655	-17%	-$207K	0.1%	59
2022 Q3	$1.09M	Hold	3,913	–	–	0.12%	57
2022 Q2	$1.03M	Buy	+3,913	New	+$1.01M	0.1%	63
2021 Q3	–	Sell	-36	Closed	-$9K	–	570
2021 Q2	$9K	Hold	36	–	–	﹤0.01%	479
2021 Q1	$9K	Sell	36 -3	-8%	-$669	﹤0.01%	466
2020 Q4	$8K	Hold	39	–	–	﹤0.01%	447
2020 Q3	$7K	Hold	39	–	–	﹤0.01%	454
2020 Q2	$7K	Sell	39 -5	-11%	-$949	﹤0.01%	433
2020 Q1	$8K	Hold	44	–	–	﹤0.01%	393
2019 Q4	$9K	Sell	44 -139	-76%	-$25.5K	﹤0.01%	439
2019 Q3	$28K	Sell	183 -330	-64%	-$53.7K	0.01%	348
2019 Q2	$81K	Sell	513 -80	-13%	-$12.5K	0.02%	262
2019 Q1	$95K	Sell	593 -5	-0.8%	-$913	0.02%	236
2018 Q4	$114K	Buy	598 +562	+1,561%	+$117K	0.03%	206
2018 Q3	$7K	Hold	36	–	–	﹤0.01%	488
2018 Q2	$6K	Hold	36	–	–	﹤0.01%	516
2018 Q1	$6K	Hold	36	–	–	﹤0.01%	491
2017 Q4	$8K	Hold	36	–	–	﹤0.01%	474
2017 Q3	$7K	Hold	36	–	–	﹤0.01%	498
2017 Q2	$6K	Hold	36	–	–	﹤0.01%	505
2017 Q1	$5K	Hold	36	–	–	﹤0.01%	516
2016 Q4	$5K	Buy	+36	New	+$4.71K	﹤0.01%	525

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

Oakworth Capital's CI Position: Q2 2026 in Review

Oakworth Capital held its Cigna (CI) position steady in Q2 2026 at 3,258 shares worth $898K. The position accounts for 0.04% of the portfolio, ranked #112.

Oakworth Capital first reported a position in CI in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.18M in Q1 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Oakworth Capital held 3,258 shares of Cigna worth $898K as of Q2 2026.
Oakworth Capital left its Cigna share count unchanged in Q2 2026.
Cigna made up 0.04% of Oakworth Capital's portfolio in Q2 2026, its #112 holding.
Oakworth Capital first reported a position in Cigna in Q4 2016 and has held it in 36 quarters since.
Oakworth Capital's Cigna position peaked at $1.18M in Q1 2024.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.