Corient Private Wealth’s Brookfield Infrastructure Partners BIP Stock Holding History

Corient Private Wealth’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 Q1	$1.13M	Sell	31,585 -26,409	-46%	-$969K	﹤0.01%	1591
2025 Q4	$2.01M	Buy	57,994 +32,589	+128%	+$1.13M	﹤0.01%	1524
2025 Q3	$836K	Buy	25,405 +6,704	+36%	+$211K	﹤0.01%	1517
2025 Q2	$626K	Sell	18,701 -5,083	-21%	-$159K	﹤0.01%	1585
2025 Q1	$709K	Buy	23,784 +15,813	+198%	+$496K	﹤0.01%	1433
2024 Q4	$253K	Sell	7,971 -4,122	-34%	-$141K	﹤0.01%	1988
2024 Q3	$424K	Buy	+12,093	New	+$380K	﹤0.01%	1833

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Corient Private Wealth's BIP Position: Q1 2026 in Review

Corient Private Wealth reduced its Brookfield Infrastructure Partners (BIP) stake by 46% in Q1 2026, selling an estimated $969K and leaving 31,585 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Corient Private Wealth first reported a position in BIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q4 2025. 350 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

Corient Private Wealth held 31,585 shares of Brookfield Infrastructure Partners worth $1.13M as of Q1 2026.
Corient Private Wealth sold 26,409 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $969K.
Brookfield Infrastructure Partners made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1591 holding.
Corient Private Wealth first reported a position in Brookfield Infrastructure Partners in Q3 2024 and has held it in 7 quarters since.
Corient Private Wealth's Brookfield Infrastructure Partners position peaked at $2.01M in Q4 2025.
350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.