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Root Financial Partners’s Cigna CI Stock Holding History

Root Financial Partners’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 		$178K Buy
669
+200
+43% +$55.3K 0.01% 363
2025
Q4 		$129K Buy
469
+88
+23% +$24.7K 0.01% 386
2025
Q3 		$110K Buy
+381
New +$113K 0.01% 421

Other funds holding CI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Root Financial Partners's CI Position: Q1 2026 in Review

Root Financial Partners increased its Cigna (CI) stake by 43% in Q1 2026, buying an estimated $55.3K and bringing the position to 669 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #363.

Root Financial Partners first reported a position in CI in Q3 2025 and has held it in 3 quarters since. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Root Financial Partners held 669 shares of Cigna worth $178K as of Q1 2026.
  • Root Financial Partners bought 200 Cigna shares in Q1 2026, an estimated $55.3K.
  • Cigna made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #363 holding.
  • Root Financial Partners first reported a position in Cigna in Q3 2025 and has held it in 3 quarters since.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.