First Western Trust Bank’s Brookfield Infrastructure Partners BIP Stock Holding History

First Western Trust Bank’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
2025 Q3	–	Sell	-9,039	Closed	-$303K	–	195
2025 Q2	$303K	Sell	9,039 -703	-7%	-$22.1K	0.01%	152
2025 Q1	$290K	Sell	9,742 -1,378	-12%	-$43.2K	0.01%	152
2024 Q4	$354K	Sell	11,120 -2,000	-15%	-$68.2K	0.02%	149
2024 Q3	$460K	Sell	13,120 -1,743	-12%	-$54.8K	0.02%	133
2024 Q2	$408K	Sell	14,863 -687	-4%	-$19.6K	0.02%	133
2024 Q1	$485K	Hold	15,550	–	–	0.02%	125
2023 Q4	$490K	Buy	+15,550	New	+$421K	0.02%	127

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

First Western Trust Bank's BIP Position: Q3 2025 in Review

First Western Trust Bank sold out of Brookfield Infrastructure Partners (BIP) in Q3 2025, closing a stake of 9,039 shares — an estimated $303K sold.

First Western Trust Bank first reported a position in BIP in Q4 2023 and held it in 7 quarters. The position peaked at $490K in Q4 2023. 326 funds tracked by Wall St. Rank hold BIP as of Q3 2025.

First Western Trust Bank reported no remaining Brookfield Infrastructure Partners position as of Q3 2025 after selling out during the quarter.
First Western Trust Bank sold 9,039 Brookfield Infrastructure Partners shares in Q3 2025, an estimated $303K.
First Western Trust Bank first reported a position in Brookfield Infrastructure Partners in Q4 2023 and held it in 7 quarters.
First Western Trust Bank's Brookfield Infrastructure Partners position peaked at $490K in Q4 2023.
326 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2025.

Based on First Western Trust Bank's 13F filing for Q3 2025, filed 14 Nov 2025.