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EP Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

EP Wealth 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 		$404K Buy
11,078
+8
+0.1% +$299 ﹤0.01% 1130
2026
Q1 		$400K Sell
11,070
-2,092
-16% -$76.8K ﹤0.01% 1005
2025
Q4 		$457K Buy
+13,162
New +$458K ﹤0.01% 926
2025
Q2 		$370K Sell
11,048
-9,572
-46% -$300K ﹤0.01% 911
2025
Q1 		$614K Buy
20,620
+8
+0% +$251 ﹤0.01% 631
2024
Q4 		$655K Buy
20,612
+2,537
+14% +$86.5K 0.01% 611
2024
Q3 		$633K Buy
18,075
+7
+0% +$220 0.01% 620
2024
Q2 		$496K Buy
18,068
+591
+3% +$16.8K 0.01% 536
2024
Q1 		$545K Sell
17,477
-1,157
-6% -$35.1K 0.01% 496
2023
Q4 		$587K Sell
18,634
-1,200
-6% -$32.5K 0.01% 465
2023
Q3 		$583K Sell
19,834
-188,152
-90% -$6.23M 0.01% 431
2023
Q2 		$724K Buy
207,986
+165,301
+387% +$5.89M 0.01% 385
2023
Q1 		$4.25M Buy
42,685
+22,901
+116% +$772K 0.07% 150
2022
Q4 		$613K Buy
19,784
+150
+0.8% +$5.24K 0.01% 345
2022
Q3 		$705K Sell
19,634
-1,090
-5% -$43.8K 0.02% 261
2022
Q2 		$792K Buy
20,724
+8,925
+76% +$367K 0.02% 290
2022
Q1 		$521K Hold
11,799
– – 0.01% 375
2021
Q4 		$478K Hold
11,799
– – 0.01% 364
2021
Q3 		$441K Hold
11,799
– – 0.01% 355
2021
Q2 		$437K Hold
11,799
– – 0.01% 361
2021
Q1 		$419K Hold
11,799
– – 0.01% 354
2020
Q4 		$389K Hold
11,799
– – 0.01% 306
2020
Q3 		$375K Sell
11,799
-60
-0.5% -$1.77K 0.02% 264
2020
Q2 		$325K Sell
11,859
-3,347
-22% -$89.3K 0.01% 295
2020
Q1 		$365K Sell
15,206
-5,211
-26% -$152K 0.02% 292
2019
Q4 		$608K Buy
+20,417
New +$612K 0.03% 251

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

EP Wealth Advisors's BIP Position: Q2 2026 in Review

EP Wealth Advisors increased its Brookfield Infrastructure Partners (BIP) stake by 0.07% in Q2 2026, buying an estimated $299 and bringing the position to 11,078 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

EP Wealth Advisors first reported a position in BIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.25M in Q1 2023. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • EP Wealth Advisors held 11,078 shares of Brookfield Infrastructure Partners worth $404K as of Q2 2026.
  • EP Wealth Advisors bought 8 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $299.
  • Brookfield Infrastructure Partners made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1130 holding.
  • EP Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q4 2019 and has held it in 26 quarters since.
  • EP Wealth Advisors's Brookfield Infrastructure Partners position peaked at $4.25M in Q1 2023.
  • 352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

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