FAM
BIP icon

Formidable Asset Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Formidable Asset 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
Q2 		$801K Sell
21,948
-685
-3% -$25.6K 0.13% 163
2026
Q1 		$818K Hold
22,633
– – 0.13% 159
2025
Q4 		$786K Sell
22,633
-1,370
-6% -$47.7K 0.11% 176
2025
Q3 		$789K Buy
24,003
+11,469
+92% +$361K 0.12% 166
2025
Q2 		$420K Sell
12,534
-716
-5% -$22.5K 0.07% 256
2025
Q1 		$395K Sell
13,250
-2,574
-16% -$80.7K 0.07% 268
2024
Q4 		$503K Sell
15,824
-358
-2% -$12.2K 0.08% 226
2024
Q3 		$567K Sell
16,182
-716
-4% -$22.5K 0.09% 202
2024
Q2 		$464K Sell
16,898
-1,790
-10% -$51K 0.08% 243
2024
Q1 		$583K Sell
18,688
-7,574
-29% -$230K 0.1% 214
2023
Q4 		$827K Sell
26,262
-1,028
-4% -$27.8K 0.17% 114
2023
Q3 		$802K Hold
27,290
– – 0.18% 112
2023
Q2 		$996K Sell
27,290
-3,000
-10% -$107K 0.22% 83
2023
Q1 		$1.02M Buy
30,290
+3,997
+15% +$135K 0.22% 84
2022
Q4 		$815K Buy
26,293
+571
+2% +$19.9K 0.18% 104
2022
Q3 		$923K Buy
25,722
+571
+2% +$22.9K 0.21% 87
2022
Q2 		$961K Buy
25,151
+2,255
+10% +$92.6K 0.22% 87
2022
Q1 		$1.01M Buy
22,896
+607
+3% +$24.5K 0.19% 97
2021
Q4 		$904K Buy
22,289
+572
+3% +$22.1K 0.17% 113
2021
Q3 		$812K Buy
+21,717
New +$807K 0.15% 128
2015
Q4 		– Sell
-252
Closed -$3K – 568
2015
Q3 		$3K Buy
+252
New +$4.07K ﹤0.01% 536

Other funds holding BIP

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 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
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return

Formidable Asset Management's BIP Position: Q2 2026 in Review

Formidable Asset Management reduced its Brookfield Infrastructure Partners (BIP) stake by 3% in Q2 2026, selling an estimated $25.6K and leaving 21,948 shares worth $801K. The position accounts for 0.13% of the portfolio, ranked #163.

Formidable Asset Management first reported a position in BIP in Q3 2015 and has held it in 21 quarters since. The position peaked at $1.02M in Q1 2023. 40 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Formidable Asset Management held 21,948 shares of Brookfield Infrastructure Partners worth $801K as of Q2 2026.
  • Formidable Asset Management sold 685 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $25.6K.
  • Brookfield Infrastructure Partners made up 0.13% of Formidable Asset Management's portfolio in Q2 2026, its #163 holding.
  • Formidable Asset Management first reported a position in Brookfield Infrastructure Partners in Q3 2015 and has held it in 21 quarters since.
  • Formidable Asset Management's Brookfield Infrastructure Partners position peaked at $1.02M in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.