SFPG
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return