OneAscent Financial Services’s Cigna CI Stock Holding History

OneAscent Financial Services’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	$591K	Buy	2,215 +902	+69%	+$250K	0.03%	305
2025 Q4	$361K	Buy	1,313 +168	+15%	+$47.1K	0.03%	309
2025 Q3	$330K	Sell	1,145 -366	-24%	-$108K	0.04%	296
2025 Q2	$502K	Sell	1,511 -2,201	-59%	-$710K	0.04%	313
2025 Q1	$1.22M	Buy	3,712 +1,880	+103%	+$566K	0.08%	165
2024 Q4	$506K	Buy	1,832 +520	+40%	+$166K	0.04%	253
2024 Q3	$454K	Buy	+1,312	New	+$452K	0.33%	77
2024 Q2	–	Sell	-1,504	Closed	-$546K	–	267
2024 Q1	$546K	Buy	1,504 +347	+30%	+$114K	0.06%	194
2023 Q4	$346K	Sell	1,157 -15	-1%	-$4.38K	0.04%	241
2023 Q3	$335K	Buy	+1,172	New	+$334K	0.09%	168
2023 Q2	–	Sell	-810	Closed	-$207K	–	141
2023 Q1	$207K	Sell	810 -96	-11%	-$28K	0.08%	164
2022 Q4	$300K	Buy	906 +8	+0.9%	+$2.53K	0.13%	114
2022 Q3	$249K	Sell	898 -378	-30%	-$106K	0.1%	154
2022 Q2	$336K	Buy	1,276 +394	+45%	+$102K	0.15%	127
2022 Q1	$211K	Sell	882 -26	-3%	-$6.09K	0.15%	124
2021 Q4	$209K	Buy	+908	New	+$193K	0.4%	116
2021 Q1	$630K	Buy	+2,607	New	+$581K	0.62%	17

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 Financial Services's CI Position: Q1 2026 in Review

OneAscent Financial Services increased its Cigna (CI) stake by 69% in Q1 2026, buying an estimated $250K and bringing the position to 2,215 shares worth $591K. The position accounts for 0.03% of the portfolio, ranked #305.

OneAscent Financial Services first reported a position in CI in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.22M in Q1 2025. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

OneAscent Financial Services held 2,215 shares of Cigna worth $591K as of Q1 2026.
OneAscent Financial Services bought 902 Cigna shares in Q1 2026, an estimated $250K.
Cigna made up 0.03% of OneAscent Financial Services's portfolio in Q1 2026, its #305 holding.
OneAscent Financial Services first reported a position in Cigna in Q1 2021 and has held it in 17 quarters since.
OneAscent Financial Services's Cigna position peaked at $1.22M in Q1 2025.
1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

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