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Acumen Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Acumen Wealth Advisors’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.8K Hold
598
– – ﹤0.01% 233
2026
Q1 		$21.6K Sell
598
-159
-21% -$5.83K 0.01% 214
2025
Q4 		$26.3K Buy
+757
New +$26.4K 0.01% 185

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Acumen Wealth Advisors's BIP Position: Q2 2026 in Review

Acumen Wealth Advisors held its Brookfield Infrastructure Partners (BIP) position steady in Q2 2026 at 598 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Acumen Wealth Advisors first reported a position in BIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.3K in Q4 2025. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Acumen Wealth Advisors held 598 shares of Brookfield Infrastructure Partners worth $21.8K as of Q2 2026.
  • Acumen Wealth Advisors left its Brookfield Infrastructure Partners share count unchanged in Q2 2026.
  • Brookfield Infrastructure Partners made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #233 holding.
  • Acumen Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Brookfield Infrastructure Partners position peaked at $26.3K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.