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Summit Financial’s Cigna CI Stock Holding History

Summit 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
Q1 		$2.69M Buy
10,070
+7,236
+255% +$2M 0.03% 493
2025
Q4 		$780K Sell
2,834
-18
-0.6% -$5.05K 0.01% 741
2025
Q3 		$822K Sell
2,852
-4
-0.1% -$1.18K 0.01% 710
2025
Q2 		$944K Buy
2,856
+78
+3% +$25.1K 0.02% 422
2025
Q1 		$914K Buy
2,778
+674
+32% +$203K 0.03% 391
2024
Q4 		$581K Buy
2,104
+567
+37% +$181K 0.02% 421
2024
Q3 		$532K Buy
1,537
+159
+12% +$54.7K 0.02% 362
2024
Q2 		$456K Buy
+1,378
New +$475K 0.02% 342
2024
Q1 		– Sell
-877
Closed -$263K – 390
2023
Q4 		$263K Buy
+877
New +$256K 0.02% 310
2023
Q1 		– Sell
-711
Closed -$236K – 259
2022
Q4 		$236K Sell
711
-57
-7% -$18K 0.02% 225
2022
Q3 		$213K Sell
768
-2,269
-75% -$639K 0.02% 239
2022
Q2 		$800K Sell
3,037
-83
-3% -$21.4K 0.08% 119
2022
Q1 		$748K Buy
3,120
+37
+1% +$8.66K 0.06% 143
2021
Q4 		$708K Sell
3,083
-14
-0.5% -$2.98K 0.05% 142
2021
Q3 		$620K Buy
3,097
+97
+3% +$21.1K 0.05% 118
2021
Q2 		$711K Buy
+3,000
New +$749K 0.07% 67

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

Summit Financial's CI Position: Q1 2026 in Review

Summit Financial increased its Cigna (CI) stake by 255% in Q1 2026, buying an estimated $2M and bringing the position to 10,070 shares worth $2.69M. The position accounts for 0.03% of the portfolio, ranked #493.

Summit Financial first reported a position in CI in Q2 2021 and has held it in 16 quarters since. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

  • Summit Financial held 10,070 shares of Cigna worth $2.69M as of Q1 2026.
  • Summit Financial bought 7,236 Cigna shares in Q1 2026, an estimated $2M.
  • Cigna made up 0.03% of Summit Financial's portfolio in Q1 2026, its #493 holding.
  • Summit Financial first reported a position in Cigna in Q2 2021 and has held it in 16 quarters since.
  • 1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.