Oxford Financial Group’s Cigna CI Stock Holding History

Oxford Financial Group’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
2025 Q4	–	Sell	-704	Closed	-$203K	–	291
2025 Q3	$203K	Buy	+704	New	+$208K	0.01%	220
2025 Q1	–	Sell	-867	Closed	-$239K	–	269
2024 Q4	$239K	Sell	867 -34	-4%	-$10.8K	0.02%	226
2024 Q3	$312K	Sell	901 -115	-11%	-$39.6K	0.02%	198
2024 Q2	$336K	Buy	+1,016	New	+$350K	0.02%	198

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oxford Financial Group's CI Position: Q4 2025 in Review

Oxford Financial Group sold out of Cigna (CI) in Q4 2025, closing a stake of 704 shares — an estimated $203K sold.

Oxford Financial Group first reported a position in CI in Q2 2024 and held it in 4 quarters. The position peaked at $336K in Q2 2024. 1,656 funds tracked by Wall St. Rank hold CI as of Q4 2025.

Oxford Financial Group reported no remaining Cigna position as of Q4 2025 after selling out during the quarter.
Oxford Financial Group sold 704 Cigna shares in Q4 2025, an estimated $203K.
Oxford Financial Group first reported a position in Cigna in Q2 2024 and held it in 4 quarters.
Oxford Financial Group's Cigna position peaked at $336K in Q2 2024.
1,656 funds tracked by Wall St. Rank held Cigna as of Q4 2025.

Based on Oxford Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.