Phoenix Financial’s Cigna CI Stock Holding History

Phoenix 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 Q1	$541K	Sell	2,030 -1,450	-42%	-$401K	0.01%	296
2025 Q4	$957K	Buy	3,480 +1,384	+66%	+$388K	0.01%	233
2025 Q3	$605K	Buy	+2,096	New	+$620K	0.01%	273
2024 Q4	–	Sell	-1,941	Closed	-$674K	–	371
2024 Q3	$674K	Buy	+1,941	New	+$668K	0.01%	236

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

Phoenix Financial's CI Position: Q1 2026 in Review

Phoenix Financial reduced its Cigna (CI) stake by 42% in Q1 2026, selling an estimated $401K and leaving 2,030 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #296.

Phoenix Financial first reported a position in CI in Q3 2024 and has held it in 4 quarters since. The position peaked at $957K in Q4 2025. 1,656 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Phoenix Financial held 2,030 shares of Cigna worth $541K as of Q1 2026.
Phoenix Financial sold 1,450 Cigna shares in Q1 2026, an estimated $401K.
Cigna made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #296 holding.
Phoenix Financial first reported a position in Cigna in Q3 2024 and has held it in 4 quarters since.
Phoenix Financial's Cigna position peaked at $957K in Q4 2025.
1,656 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.