PlanVest Financial’s Cigna CI Stock Holding History

PlanVest 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	$75K	Buy	272 +1	+0.4%	+$283	0.05%	182
2026 Q1	$72.3K	Buy	+271	New	+$75K	0.06%	169

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

PlanVest Financial's CI Position: Q2 2026 in Review

PlanVest Financial increased its Cigna (CI) stake by 0.37% in Q2 2026, buying an estimated $283 and bringing the position to 272 shares worth $75K. The position accounts for 0.05% of the portfolio, ranked #182.

PlanVest Financial first reported a position in CI in Q1 2026 and has held it in 2 quarters since. 1,663 funds tracked by Wall St. Rank hold CI as of Q2 2026.

PlanVest Financial held 272 shares of Cigna worth $75K as of Q2 2026.
PlanVest Financial bought 1 Cigna share in Q2 2026, an estimated $283.
Cigna made up 0.05% of PlanVest Financial's portfolio in Q2 2026, its #182 holding.
PlanVest Financial first reported a position in Cigna in Q1 2026 and has held it in 2 quarters since.
1,663 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.