Stonebridge Financial Planning Group’s Cigna CI Stock Holding History

Stonebridge Financial Planning Group’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
2025 Q3	–	Sell	-686	Closed	-$227K	–	172
2025 Q2	$227K	Hold	686	–	–	0.09%	158
2025 Q1	$226K	Sell	686 -301	-30%	-$90.7K	0.1%	153
2024 Q4	$273K	Buy	987 +48	+5%	+$15.3K	0.12%	141
2024 Q3	$325K	Sell	939 -25	-3%	-$8.61K	0.16%	130
2024 Q2	$319K	Hold	964	–	–	0.16%	132
2024 Q1	$350K	Sell	964 -25	-3%	-$8.23K	0.19%	125
2023 Q4	$296K	Hold	989	–	–	0.17%	122
2023 Q3	$283K	Hold	989	–	–	0.18%	118
2023 Q2	$278K	Sell	989 -14	-1%	-$3.65K	0.17%	117
2023 Q1	$256K	Sell	1,003 -31	-3%	-$9.03K	0.17%	109
2022 Q4	$343K	Buy	1,034 +50	+5%	+$15.8K	0.23%	97
2022 Q3	$273K	Buy	+984	New	+$277K	0.19%	100
2022 Q1	–	Sell	-36	Closed	-$8K	–	149
2021 Q4	$8K	Hold	36	–	–	﹤0.01%	346
2021 Q3	$8K	Hold	36	–	–	﹤0.01%	355
2021 Q2	$8K	Hold	36	–	–	﹤0.01%	362
2021 Q1	$9K	Hold	36	–	–	0.01%	359
2020 Q4	$7K	Hold	36	–	–	﹤0.01%	340
2020 Q3	$6K	Hold	36	–	–	﹤0.01%	337
2020 Q2	$7K	Hold	36	–	–	0.01%	331
2020 Q1	$7K	Buy	+36	New	+$6.98K	0.01%	334

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stonebridge Financial Planning Group's CI Position: Q3 2025 in Review

Stonebridge Financial Planning Group sold out of Cigna (CI) in Q3 2025, closing a stake of 686 shares — an estimated $227K sold.

Stonebridge Financial Planning Group first reported a position in CI in Q1 2020 and held it in 20 quarters. The position peaked at $350K in Q1 2024. 1,618 funds tracked by Wall St. Rank hold CI as of Q3 2025.

Stonebridge Financial Planning Group reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
Stonebridge Financial Planning Group sold 686 Cigna shares in Q3 2025, an estimated $227K.
Stonebridge Financial Planning Group first reported a position in Cigna in Q1 2020 and held it in 20 quarters.
Stonebridge Financial Planning Group's Cigna position peaked at $350K in Q1 2024.
1,618 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2025, filed 18 Nov 2025.