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 Q2	–	Sell	-2,030	Closed	-$541K	–	538
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Phoenix Financial's CI Position: Q2 2026 in Review

Phoenix Financial sold out of Cigna (CI) in Q2 2026, closing a stake of 2,030 shares — an estimated $541K sold.

Phoenix Financial first reported a position in CI in Q3 2024 and held it in 4 quarters. The position peaked at $957K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Phoenix Financial reported no remaining Cigna position as of Q2 2026 after selling out during the quarter.
Phoenix Financial sold 2,030 Cigna shares in Q2 2026, an estimated $541K.
Phoenix Financial first reported a position in Cigna in Q3 2024 and held it in 4 quarters.
Phoenix Financial's Cigna position peaked at $957K in Q4 2025.
1,702 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.