Evercore Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Evercore Wealth Management’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	–	Sell	-6,896	Closed	-$240K	–	421
2025 Q4	$240K	Hold	6,896	–	–	﹤0.01%	369
2025 Q3	$227K	Hold	6,896	–	–	﹤0.01%	378
2025 Q2	$231K	Hold	6,896	–	–	﹤0.01%	374
2025 Q1	$205K	Hold	6,896	–	–	﹤0.01%	396
2024 Q4	$219K	Hold	6,896	–	–	﹤0.01%	389
2024 Q3	$242K	Buy	+6,896	New	+$217K	﹤0.01%	372
2024 Q2	–	Sell	-6,897	Closed	-$215K	–	414
2024 Q1	$215K	Hold	6,897	–	–	﹤0.01%	394
2023 Q4	$217K	Hold	6,897	–	–	﹤0.01%	402
2023 Q3	$203K	Hold	6,897	–	–	﹤0.01%	384
2023 Q2	$252K	Hold	6,897	–	–	﹤0.01%	363
2023 Q1	$233K	Hold	6,897	–	–	﹤0.01%	363
2022 Q4	$214K	Hold	6,897	–	–	﹤0.01%	380
2022 Q3	$248K	Hold	6,897	–	–	0.01%	343
2022 Q2	$264K	Hold	6,897	–	–	0.01%	338
2022 Q1	$305K	Hold	6,897	–	–	0.01%	349
2021 Q4	$280K	Sell	6,897 -855	-11%	-$33K	﹤0.01%	371
2021 Q3	$290K	Hold	7,752	–	–	0.01%	371
2021 Q2	$287K	Hold	7,752	–	–	0.01%	371
2021 Q1	$275K	Hold	7,752	–	–	0.01%	376
2020 Q4	$255K	Sell	7,752 -750	-9%	-$24.4K	0.01%	384
2020 Q3	$270K	Hold	8,502	–	–	0.01%	322
2020 Q2	$233K	Sell	8,502 -150	-2%	-$4K	0.01%	338
2020 Q1	$207K	Sell	8,652 -1,038	-11%	-$30.3K	0.01%	342
2019 Q4	$288K	Sell	9,690 -84	-0.9%	-$2.52K	0.01%	345
2019 Q3	$289K	Sell	9,774 -613	-6%	-$16.6K	0.01%	347
2019 Q2	$265K	Sell	10,387 -269	-3%	-$6.7K	0.01%	358
2019 Q1	$266K	Buy	+10,656	New	+$250K	0.01%	349
2018 Q1	–	Sell	-6,048	Closed	-$161K	–	398
2017 Q4	$161K	Hold	6,048	–	–	0.01%	393
2017 Q3	$155K	Hold	6,048	–	–	0.01%	396
2017 Q2	$147K	Sell	6,048 -504	-8%	-$11.9K	0.01%	407
2017 Q1	$151K	Hold	6,552	–	–	0.01%	415
2016 Q4	$131K	Hold	6,552	–	–	0.01%	446
2016 Q3	$135K	Hold	6,552	–	–	0.01%	438
2016 Q2	$118K	Hold	6,552	–	–	0.01%	436
2016 Q1	$110K	Hold	6,552	–	–	﹤0.01%	441
2015 Q4	$99K	Sell	6,552 -4,032	-38%	-$64.2K	﹤0.01%	475
2015 Q3	$154K	Hold	10,584	–	–	0.01%	426
2015 Q2	$187K	Hold	10,584	–	–	0.01%	430
2015 Q1	$191K	Hold	10,584	–	–	0.01%	422
2014 Q4	$176K	Hold	10,584	–	–	0.01%	380
2014 Q3	$160K	Hold	10,584	–	–	0.01%	435
2014 Q2	$176K	Sell	10,584 -504	-5%	-$8.07K	0.01%	409
2014 Q1	$174K	Buy	11,088 +7,812	+238%	+$117K	0.01%	397
2013 Q4	$51K	Sell	3,276 -78,246	-96%	-$1.2M	﹤0.01%	556
2013 Q3	$1.23M	Sell	81,522 -3,528	-4%	-$51.2K	0.07%	193
2013 Q2	$1.23M	Buy	+85,050	New	+$1.26M	0.07%	192

Other funds holding BIP

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Evercore Wealth Management's BIP Position: Q1 2026 in Review

Evercore Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q1 2026, closing a stake of 6,896 shares — an estimated $240K sold.

Evercore Wealth Management first reported a position in BIP in Q2 2013 and held it in 46 quarters. The position peaked at $1.23M in Q2 2013. 353 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

Evercore Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q1 2026 after selling out during the quarter.
Evercore Wealth Management sold 6,896 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $240K.
Evercore Wealth Management first reported a position in Brookfield Infrastructure Partners in Q2 2013 and held it in 46 quarters.
Evercore Wealth Management's Brookfield Infrastructure Partners position peaked at $1.23M in Q2 2013.
353 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

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