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 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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

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

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

GoalVest Advisory's BIP Position: Q2 2026 in Review

GoalVest Advisory held its Brookfield Infrastructure Partners (BIP) position steady in Q2 2026 at 1,697 shares worth $61.9K. The position accounts for 0.01% of the portfolio, ranked #189.

GoalVest Advisory first reported a position in BIP in Q4 2020 and has held it in 21 quarters since. The position peaked at $78K in Q1 2022. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

GoalVest Advisory held 1,697 shares of Brookfield Infrastructure Partners worth $61.9K as of Q2 2026.
GoalVest Advisory left its Brookfield Infrastructure Partners share count unchanged in Q2 2026.
Brookfield Infrastructure Partners made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #189 holding.
GoalVest Advisory first reported a position in Brookfield Infrastructure Partners in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's Brookfield Infrastructure Partners position peaked at $78K in Q1 2022.
352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.