CAPTRUST Financial Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.52M Sell
69,795
-1,857
-3% -$68.1K ﹤0.01% 1095
2025
Q4
$2.49M Buy
71,652
+1,059
+2% +$36.9K ﹤0.01% 984
2025
Q3
$2.32M Buy
70,593
+1,509
+2% +$47.5K ﹤0.01% 952
2025
Q2
$2.31M Buy
69,084
+3,843
+6% +$121K 0.01% 916
2025
Q1
$1.94M Buy
65,241
+5,065
+8% +$159K ﹤0.01% 921
2024
Q4
$1.91M Sell
60,176
-259
-0.4% -$8.83K 0.01% 907
2024
Q3
$2.12M Buy
60,435
+22
+0% +$691 0.01% 837
2024
Q2
$1.66M Sell
60,413
-18,722
-24% -$533K 0.01% 899
2024
Q1
$2.47M Sell
79,135
-3,069
-4% -$93.1K 0.01% 719
2023
Q4
$2.59M Sell
82,204
-450
-0.5% -$12.2K 0.01% 804
2023
Q3
$2.43M Buy
82,654
+61
+0.1% +$2.02K 0.01% 789
2023
Q2
$3.01M Sell
82,593
-273
-0.3% -$9.73K 0.01% 686
2023
Q1
$2.8M Sell
82,866
-8,089
-9% -$273K 0.01% 633
2022
Q4
$2.82M Buy
90,955
+551
+0.6% +$19.2K 0.01% 609
2022
Q3
$3.25M Sell
90,404
-138
-0.2% -$5.54K 0.02% 524
2022
Q2
$3.46M Buy
90,542
+1,241
+1% +$51K 0.02% 460
2022
Q1
$3.94M Buy
89,301
+2,250
+3% +$90.8K 0.03% 421
2021
Q4
$3.53M Buy
87,051
+82,341
+1,748% +$3.18M 0.02% 437
2021
Q3
$176K Sell
4,710
-155
-3% -$5.76K ﹤0.01% 1651
2021
Q2
$180K Buy
4,865
+257
+6% +$9.29K ﹤0.01% 1601
2021
Q1
$164K Sell
4,608
-68,100
-94% -$2.37M ﹤0.01% 1616
2020
Q4
$2.4M Buy
72,708
+651
+0.9% +$21.2K 0.03% 370
2020
Q3
$2.3M Sell
72,057
-90
-0.1% -$2.65K 0.04% 329
2020
Q2
$1.96M Buy
72,147
+69,559
+2,688% +$1.86M 0.03% 351
2020
Q1
$59K Buy
+2,588
New +$75.6K ﹤0.01% 1320
2019
Q4
Sell
-79,824
Closed -$2.36M 1090
2019
Q3
$2.36M Hold
79,824
0.08% 204
2019
Q2
$2.04M Buy
79,824
+79,043
+10,121% +$1.97M 0.08% 216
2019
Q1
$19K Hold
781
﹤0.01% 1173
2018
Q4
$16K Hold
781
﹤0.01% 1079
2018
Q3
$19K Hold
781
﹤0.01% 1011
2018
Q2
$18K Hold
781
﹤0.01% 980
2018
Q1
$19K Hold
781
﹤0.01% 848
2017
Q4
$21K Hold
781
﹤0.01% 770
2017
Q3
$19K Buy
+781
New +$19.6K ﹤0.01% 366

Other funds holding BIP

CAPTRUST Financial Advisors's BIP Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Brookfield Infrastructure Partners (BIP) stake by 2.6% in Q1 2026, selling an estimated $68.1K and leaving 69,795 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

CAPTRUST Financial Advisors first reported a position in BIP in Q3 2017 and has held it in 34 quarters since. The position peaked at $3.94M in Q1 2022. 350 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

  • CAPTRUST Financial Advisors held 69,795 shares of Brookfield Infrastructure Partners worth $2.52M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 1,857 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $68.1K.
  • Brookfield Infrastructure Partners made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1095 holding.
  • CAPTRUST Financial Advisors first reported a position in Brookfield Infrastructure Partners in Q3 2017 and has held it in 34 quarters since.
  • CAPTRUST Financial Advisors's Brookfield Infrastructure Partners position peaked at $3.94M in Q1 2022.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.