COMPASS FINANCIAL MANAGEMENT LLC’s Brookfield Infrastructure Partners BIP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$26.6K	Buy	+728	New	+$27.2K	﹤0.01%	833

Other funds holding BIP

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BIP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Brookfield Infrastructure Partners (BIP) in Q2 2026: 728 shares worth $26.6K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings.

290 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 728 shares of Brookfield Infrastructure Partners worth $26.6K as of Q2 2026.
Brookfield Infrastructure Partners was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Brookfield Infrastructure Partners made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #833 holding.
290 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.