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 Q2	$663K	Sell	18,166 -13,419	-42%	-$501K	﹤0.01%	2045
2026 Q1	$1.13M	Sell	31,585 -304	-1%	-$11.2K	﹤0.01%	1591
2025 Q4	$1.11M	Buy	31,889 +6,484	+26%	+$226K	﹤0.01%	1461
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 $672B AUM 33.48% 1-Year Est. Return

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

Corient Private Wealth's BIP Position: Q2 2026 in Review

Corient Private Wealth reduced its Brookfield Infrastructure Partners (BIP) stake by 42% in Q2 2026, selling an estimated $501K and leaving 18,166 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Corient Private Wealth first reported a position in BIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q1 2026. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

Corient Private Wealth held 18,166 shares of Brookfield Infrastructure Partners worth $663K as of Q2 2026.
Corient Private Wealth sold 13,419 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $501K.
Brookfield Infrastructure Partners made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2045 holding.
Corient Private Wealth first reported a position in Brookfield Infrastructure Partners in Q3 2024 and has held it in 8 quarters since.
Corient Private Wealth's Brookfield Infrastructure Partners position peaked at $1.13M in Q1 2026.
352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.