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Concurrent Investment Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Concurrent Investment 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 		$293K Buy
8,034
+2,000
+33% +$74.7K ﹤0.01% 1703
2026
Q1 		$218K Buy
+6,034
New +$221K ﹤0.01% 1699

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
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

Concurrent Investment Advisors's BIP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Brookfield Infrastructure Partners (BIP) stake by 33% in Q2 2026, buying an estimated $74.7K and bringing the position to 8,034 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

Concurrent Investment Advisors first reported a position in BIP in Q1 2026 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Concurrent Investment Advisors held 8,034 shares of Brookfield Infrastructure Partners worth $293K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,000 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $74.7K.
  • Brookfield Infrastructure Partners made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1703 holding.
  • Concurrent Investment Advisors first reported a position in Brookfield Infrastructure Partners in Q1 2026 and has held it in 2 quarters since.
  • 352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.