Cigna Investments’s Brookfield Asset Management BAM Stock Holding History

Cigna Investments’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Sell	6,155 -946	-13%	-$44.7K	0.04%	378
2026 Q1	$314K	Sell	7,101 -387	-5%	-$18.9K	0.05%	330
2025 Q4	$393K	Hold	7,488	–	–	0.06%	283
2025 Q3	$427K	Hold	7,488	–	–	0.06%	271
2025 Q2	$413K	Buy	7,488 +1,022	+16%	+$54.9K	0.07%	268
2025 Q1	$313K	Sell	6,466 -284	-4%	-$15.5K	0.06%	321
2024 Q4	$366K	Hold	6,750	–	–	0.06%	290
2024 Q3	$319K	Hold	6,750	–	–	0.06%	332
2024 Q2	$257K	Hold	6,750	–	–	0.05%	371
2024 Q1	$284K	Hold	6,750	–	–	0.05%	350
2023 Q4	$273K	Hold	6,750	–	–	0.06%	347
2023 Q3	$226K	Hold	6,750	–	–	0.05%	376
2023 Q2	$221K	Hold	6,750	–	–	0.04%	419
2023 Q1	$221K	Buy	+6,750	New	+$219K	0.04%	409

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cigna Investments's BAM Position: Q2 2026 in Review

Cigna Investments reduced its Brookfield Asset Management (BAM) stake by 13% in Q2 2026, selling an estimated $44.7K and leaving 6,155 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #378.

Cigna Investments first reported a position in BAM in Q1 2023 and has held it in 14 quarters since. The position peaked at $427K in Q3 2025. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Cigna Investments held 6,155 shares of Brookfield Asset Management worth $276K as of Q2 2026.
Cigna Investments sold 946 Brookfield Asset Management shares in Q2 2026, an estimated $44.7K.
Brookfield Asset Management made up 0.04% of Cigna Investments's portfolio in Q2 2026, its #378 holding.
Cigna Investments first reported a position in Brookfield Asset Management in Q1 2023 and has held it in 14 quarters since.
Cigna Investments's Brookfield Asset Management position peaked at $427K in Q3 2025.
620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Cigna Investments's 13F filing for Q2 2026, filed 21 Jul 2026.