West Financial Advisors’s Cigna CI Stock Holding History

West 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
2026 Q2	$9.65K	Hold	35	–	–	﹤0.01%	141
2026 Q1	$9.34K	Hold	35	–	–	﹤0.01%	138
2025 Q4	$9.63K	Hold	35	–	–	﹤0.01%	141
2025 Q3	$10.1K	Hold	35	–	–	﹤0.01%	138
2025 Q2	$11.6K	Hold	35	–	–	﹤0.01%	146
2025 Q1	$11.5K	Hold	35	–	–	﹤0.01%	147
2024 Q4	$9.66K	Hold	35	–	–	﹤0.01%	154
2024 Q3	$12.1K	Hold	35	–	–	﹤0.01%	146
2024 Q2	$11.6K	Hold	35	–	–	﹤0.01%	119
2024 Q1	$12.7K	Hold	35	–	–	﹤0.01%	116
2023 Q4	$10.5K	Sell	35 -7	-17%	-$2.05K	﹤0.01%	121
2023 Q3	$12K	Hold	42	–	–	﹤0.01%	125
2023 Q2	$11.8K	Buy	42 +7	+20%	+$1.82K	﹤0.01%	123
2023 Q1	$8.94K	Hold	35	–	–	﹤0.01%	119
2022 Q4	$11.6K	Hold	35	–	–	﹤0.01%	116
2022 Q3	$10K	Buy	+35	New	+$9.85K	﹤0.01%	142

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 Financial Advisors's CI Position: Q2 2026 in Review

West Financial Advisors held its Cigna (CI) position steady in Q2 2026 at 35 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #141.

West Financial Advisors first reported a position in CI in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.7K in Q1 2024. 476 funds tracked by Wall St. Rank hold CI as of Q2 2026.

West Financial Advisors held 35 shares of Cigna worth $9.65K as of Q2 2026.
West Financial Advisors left its Cigna share count unchanged in Q2 2026.
Cigna made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #141 holding.
West Financial Advisors first reported a position in Cigna in Q3 2022 and has held it in 16 quarters since.
West Financial Advisors's Cigna position peaked at $12.7K in Q1 2024.
476 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

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