SWA
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SOA Wealth Advisors’s Cigna CI Stock Holding History

SOA Wealth Advisors’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 		$137K Sell
497
-33
-6% -$9.32K 0.02% 256
2026
Q1 		$141K Hold
530
– – 0.03% 238
2025
Q4 		$146K Buy
530
+1
+0.2% +$280 0.02% 242
2025
Q3 		$152K Buy
529
+1
+0.2% +$296 0.03% 239
2025
Q2 		$175K Sell
528
-67
-11% -$21.6K 0.03% 210
2025
Q1 		$196K Sell
595
-24
-4% -$7.23K 0.04% 191
2024
Q4 		$171K Sell
619
-12
-2% -$3.83K 0.03% 200
2024
Q3 		$219K Sell
631
-35
-5% -$12K 0.04% 176
2024
Q2 		$220K Sell
666
-96
-13% -$33.1K 0.04% 171
2024
Q1 		$277K Buy
762
+1
+0.1% +$329 0.06% 155
2023
Q4 		$228K Sell
761
-14
-2% -$4.09K 0.05% 160
2023
Q3 		$222K Buy
775
+1
+0.1% +$285 0.06% 155
2023
Q2 		$217K Sell
774
-5
-0.6% -$1.3K 0.05% 154
2023
Q1 		$199K Hold
779
– – 0.05% 155
2022
Q4 		$258K Sell
779
-9
-1% -$2.85K 0.07% 130
2022
Q3 		$218K Sell
788
-4
-0.5% -$1.13K 0.07% 139
2022
Q2 		$208K Sell
792
-19
-2% -$4.9K 0.06% 138
2022
Q1 		$194K Buy
811
+1
+0.1% +$234 0.05% 163
2021
Q4 		$187K Buy
810
+15
+2% +$3.19K 0.05% 166
2021
Q3 		$159K Buy
795
+10
+1% +$2.17K 0.04% 177
2021
Q2 		$186K Buy
785
+112
+17% +$28K 0.05% 158
2021
Q1 		$162K Sell
673
-20
-3% -$4.46K 0.05% 154
2020
Q4 		$146K Buy
+693
New +$136K 0.04% 155

Other funds holding CI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

SOA Wealth Advisors's CI Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Cigna (CI) stake by 6.2% in Q2 2026, selling an estimated $9.32K and leaving 497 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #256.

SOA Wealth Advisors first reported a position in CI in Q4 2020 and has held it in 23 quarters since. The position peaked at $277K in Q1 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • SOA Wealth Advisors held 497 shares of Cigna worth $137K as of Q2 2026.
  • SOA Wealth Advisors sold 33 Cigna shares in Q2 2026, an estimated $9.32K.
  • Cigna made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #256 holding.
  • SOA Wealth Advisors first reported a position in Cigna in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Cigna position peaked at $277K in Q1 2024.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.