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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

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

Valeo Financial Advisors's CI Position: Q2 2026 in Review

Valeo Financial Advisors increased its Cigna (CI) stake by 14% in Q2 2026, buying an estimated $112K and bringing the position to 3,314 shares worth $914K. The position accounts for 0.02% of the portfolio, ranked #319.

Valeo Financial Advisors first reported a position in CI in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.54M in Q4 2022. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

  • Valeo Financial Advisors held 3,314 shares of Cigna worth $914K as of Q2 2026.
  • Valeo Financial Advisors bought 395 Cigna shares in Q2 2026, an estimated $112K.
  • Cigna made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #319 holding.
  • Valeo Financial Advisors first reported a position in Cigna in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Cigna position peaked at $2.54M in Q4 2022.
  • 476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.