VFA
CI icon

Valeo Financial Advisors’s Cigna CI Stock Holding History

Valeo Financial 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
2021
Q3 		– Sell
-200
Closed -$47K – 591
2021
Q2 		$47K Buy
+200
New +$50K ﹤0.01% 490

Other funds holding CI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Valeo Financial Advisors's CI Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Cigna (CI) stake by 5.8% in Q3 2026, selling an estimated $53.8K and leaving 3,123 shares worth $849K. The position accounts for 0.02% of the portfolio, ranked #334.

Valeo Financial Advisors first reported a position in CI in Q3 2017 and has held it in 37 quarters since. The position peaked at $2.54M in Q4 2022. 66 funds tracked by Wall St. Rank hold CI as of Q3 2026.

  • Valeo Financial Advisors held 3,123 shares of Cigna worth $849K as of Q3 2026.
  • Valeo Financial Advisors sold 191 Cigna shares in Q3 2026, an estimated $53.8K.
  • Cigna made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #334 holding.
  • Valeo Financial Advisors first reported a position in Cigna in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Cigna position peaked at $2.54M in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Cigna as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.