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Birchwood Financial Partners’s Brookfield Infrastructure Partners BIP Stock Holding History

Birchwood Financial Partners’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 		$12.2K Hold
333
– – 0.01% 266
2026
Q1 		$12K Hold
333
– – 0.01% 263
2025
Q4 		$11.6K Buy
+333
New +$11.6K 0.01% 268

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Principal Financial Group
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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

Birchwood Financial Partners's BIP Position: Q2 2026 in Review

Birchwood Financial Partners held its Brookfield Infrastructure Partners (BIP) position steady in Q2 2026 at 333 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #266.

Birchwood Financial Partners first reported a position in BIP in Q4 2025 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Birchwood Financial Partners held 333 shares of Brookfield Infrastructure Partners worth $12.2K as of Q2 2026.
  • Birchwood Financial Partners left its Brookfield Infrastructure Partners share count unchanged in Q2 2026.
  • Brookfield Infrastructure Partners made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #266 holding.
  • Birchwood Financial Partners first reported a position in Brookfield Infrastructure Partners in Q4 2025 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.