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

Evermay 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	$116K	Hold	3,200	–	–	0.01%	238
2025 Q4	$111K	Hold	3,200	–	–	0.01%	248
2025 Q3	$105K	Hold	3,200	–	–	0.01%	260
2025 Q2	$107K	Hold	3,200	–	–	0.01%	260
2025 Q1	$95.3K	Hold	3,200	–	–	0.01%	265
2024 Q4	$102K	Hold	3,200	–	–	0.02%	258
2024 Q3	$112K	Hold	3,200	–	–	0.02%	257
2024 Q2	$87.8K	Hold	3,200	–	–	0.01%	280
2024 Q1	$99.9K	Buy	3,200 +2,850	+814%	+$86.5K	0.02%	276
2023 Q4	$11K	Buy	350 +200	+133%	+$5.41K	﹤0.01%	444
2023 Q3	$4.41K	Hold	150	–	–	﹤0.01%	471
2023 Q2	$5.47K	Hold	150	–	–	﹤0.01%	458
2023 Q1	$5.07K	Hold	150	–	–	﹤0.01%	454
2022 Q4	$4.65K	Sell	150 -91	-38%	-$3.18K	﹤0.01%	462
2022 Q3	$9K	Hold	241	–	–	﹤0.01%	402
2022 Q2	$9K	Sell	241 -1,126	-82%	-$46.3K	﹤0.01%	403
2022 Q1	$60K	Hold	1,367	–	–	0.01%	288
2021 Q4	$55K	Hold	1,367	–	–	0.01%	265
2021 Q3	$51K	Hold	1,367	–	–	0.01%	262
2021 Q2	$51K	Buy	+1,367	New	+$49.4K	0.01%	282

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

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

Evermay Wealth Management held its Brookfield Infrastructure Partners (BIP) position steady in Q1 2026 at 3,200 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #238.

Evermay Wealth Management first reported a position in BIP in Q2 2021 and has held it in 20 quarters since. 351 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

Evermay Wealth Management held 3,200 shares of Brookfield Infrastructure Partners worth $116K as of Q1 2026.
Evermay Wealth Management left its Brookfield Infrastructure Partners share count unchanged in Q1 2026.
Brookfield Infrastructure Partners made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #238 holding.
Evermay Wealth Management first reported a position in Brookfield Infrastructure Partners in Q2 2021 and has held it in 20 quarters since.
351 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.