West Branch Capital’s Cigna CI Stock Holding History

West Branch Capital’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 Q2	$52.1K	Hold	189	–	–	0.01%	138
2026 Q1	$50.4K	Sell	189 -150	-44%	-$41.5K	0.01%	134
2025 Q4	$93.3K	Hold	339	–	–	0.02%	118
2025 Q3	$97.7K	Hold	339	–	–	0.03%	116
2025 Q2	$112K	Hold	339	–	–	0.03%	107
2025 Q1	$112K	Hold	339	–	–	0.04%	109
2024 Q4	$93.6K	Sell	339 -3	-0.9%	-$956	0.03%	120
2024 Q3	$119K	Buy	342 +3	+0.9%	+$1.03K	0.04%	105
2024 Q2	$112K	Hold	339	–	–	0.04%	116
2024 Q1	$123K	Hold	339	–	–	0.05%	110
2023 Q4	$102K	Buy	339 +150	+79%	+$43.8K	0.05%	118
2023 Q3	$54.1K	Buy	189 +39	+26%	+$11.1K	0.03%	155
2023 Q2	$42.1K	Hold	150	–	–	0.02%	174
2023 Q1	$38.3K	Hold	150	–	–	0.02%	188
2022 Q4	$49.7K	Buy	+150	New	+$47.5K	0.03%	165
2021 Q3	–	Sell	-1,500	Closed	-$356K	–	429
2021 Q2	$356K	Hold	1,500	–	–	0.17%	66
2021 Q1	$363K	Hold	1,500	–	–	0.21%	61
2020 Q4	$312K	Sell	1,500 -500	-25%	-$98.1K	0.18%	67
2020 Q3	$339K	Sell	2,000 -1,000	-33%	-$176K	0.22%	64
2020 Q2	$563K	Sell	3,000 -500	-14%	-$94.9K	0.4%	54
2020 Q1	$620K	Buy	+3,500	New	+$679K	0.59%	43

Other funds holding CI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

West Branch Capital's CI Position: Q2 2026 in Review

West Branch Capital held its Cigna (CI) position steady in Q2 2026 at 189 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #138.

West Branch Capital first reported a position in CI in Q1 2020 and has held it in 21 quarters since. The position peaked at $620K in Q1 2020. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

West Branch Capital held 189 shares of Cigna worth $52.1K as of Q2 2026.
West Branch Capital left its Cigna share count unchanged in Q2 2026.
Cigna made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #138 holding.
West Branch Capital first reported a position in Cigna in Q1 2020 and has held it in 21 quarters since.
West Branch Capital's Cigna position peaked at $620K in Q1 2020.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.