GoalVest Advisory’s Brookfield Infrastructure Partners BIP Stock Holding History

GoalVest Advisory’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 Q3	$60.3K	Hold	1,697	–	–	0.01%	208
2026 Q2	$61.9K	Hold	1,697	–	–	0.01%	189
2026 Q1	$61.3K	Hold	1,697	–	–	0.01%	205
2025 Q4	$59K	Hold	1,697	–	–	0.01%	224
2025 Q3	$55.8K	Hold	1,697	–	–	0.01%	210
2025 Q2	$56.9K	Hold	1,697	–	–	0.01%	196
2025 Q1	$50.6K	Hold	1,697	–	–	0.01%	184
2024 Q4	$53.9K	Sell	1,697 -68	-4%	-$2.32K	0.01%	181
2024 Q3	$61.8K	Hold	1,765	–	–	0.02%	174
2024 Q2	$48.4K	Hold	1,765	–	–	0.02%	177
2024 Q1	$55.1K	Hold	1,765	–	–	0.02%	187
2023 Q4	$55.6K	Hold	1,765	–	–	0.02%	129
2023 Q3	$51.9K	Hold	1,765	–	–	0.03%	142
2023 Q2	$64.4K	Hold	1,765	–	–	0.03%	124
2023 Q1	$59.6K	Hold	1,765	–	–	0.03%	107
2022 Q4	$54.7K	Hold	1,765	–	–	0.04%	106
2022 Q3	$63K	Hold	1,765	–	–	0.04%	102
2022 Q2	$67K	Sell	1,765 -1	-0.1%	-$41	0.04%	153
2022 Q1	$78K	Buy	+1,766	New	+$71.3K	0.04%	139
2021 Q2	$65K	Hold	1,766	–	–	0.04%	141
2021 Q1	$63K	Sell	1,766 -300	-15%	-$10.5K	0.05%	117
2020 Q4	$68K	Buy	+2,066	New	+$67.3K	0.06%	102

Other funds holding BIP

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GoalVest Advisory's BIP Position: Q3 2026 in Review

GoalVest Advisory held its Brookfield Infrastructure Partners (BIP) position steady in Q3 2026 at 1,697 shares worth $60.3K. The position accounts for 0.01% of the portfolio, ranked #208.

GoalVest Advisory first reported a position in BIP in Q4 2020 and has held it in 22 quarters since. The position peaked at $78K in Q1 2022. 15 funds tracked by Wall St. Rank hold BIP as of Q3 2026.

GoalVest Advisory held 1,697 shares of Brookfield Infrastructure Partners worth $60.3K as of Q3 2026.
GoalVest Advisory left its Brookfield Infrastructure Partners share count unchanged in Q3 2026.
Brookfield Infrastructure Partners made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #208 holding.
GoalVest Advisory first reported a position in Brookfield Infrastructure Partners in Q4 2020 and has held it in 22 quarters since.
GoalVest Advisory's Brookfield Infrastructure Partners position peaked at $78K in Q1 2022.
15 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.