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Cornerstone Advisory’s Brookfield Infrastructure Partners BIP Stock Holding History

Cornerstone Advisory’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 		$343K Sell
9,397
-1,894
-17% -$70.8K 0.03% 203
2026
Q1 		$408K Hold
11,291
– – 0.04% 177
2025
Q4 		$392K Buy
+11,291
New +$393K 0.04% 170

Other funds holding BIP

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Cornerstone Advisory's BIP Position: Q2 2026 in Review

Cornerstone Advisory reduced its Brookfield Infrastructure Partners (BIP) stake by 17% in Q2 2026, selling an estimated $70.8K and leaving 9,397 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #203.

Cornerstone Advisory first reported a position in BIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $408K in Q1 2026. 105 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Cornerstone Advisory held 9,397 shares of Brookfield Infrastructure Partners worth $343K as of Q2 2026.
  • Cornerstone Advisory sold 1,894 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $70.8K.
  • Brookfield Infrastructure Partners made up 0.03% of Cornerstone Advisory's portfolio in Q2 2026, its #203 holding.
  • Cornerstone Advisory first reported a position in Brookfield Infrastructure Partners in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Advisory's Brookfield Infrastructure Partners position peaked at $408K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.