OneAscent Family Office’s Cigna CI Stock Holding History

OneAscent Family Office’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	$438K	Sell	1,642 -917	-36%	-$254K	0.31%	79
2025 Q4	$704K	Buy	2,559 +28	+1%	+$7.85K	0.48%	54
2025 Q3	$730K	Buy	2,531 +1,473	+139%	+$436K	0.59%	46
2025 Q2	$350K	Sell	1,058 -956	-47%	-$308K	0.33%	75
2025 Q1	$662K	Buy	2,014 +1,045	+108%	+$315K	0.62%	53
2024 Q4	$268K	Buy	+969	New	+$309K	0.49%	52

Other funds holding CI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

OneAscent Family Office's CI Position: Q1 2026 in Review

OneAscent Family Office reduced its Cigna (CI) stake by 36% in Q1 2026, selling an estimated $254K and leaving 1,642 shares worth $438K. The position accounts for 0.31% of the portfolio, ranked #79.

OneAscent Family Office first reported a position in CI in Q4 2024 and has held it in 6 quarters since. The position peaked at $730K in Q3 2025. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

OneAscent Family Office held 1,642 shares of Cigna worth $438K as of Q1 2026.
OneAscent Family Office sold 917 Cigna shares in Q1 2026, an estimated $254K.
Cigna made up 0.31% of OneAscent Family Office's portfolio in Q1 2026, its #79 holding.
OneAscent Family Office first reported a position in Cigna in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's Cigna position peaked at $730K in Q3 2025.
1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.