Guardian Partners’s Brookfield Infrastructure Partners BIP Stock Holding History

Guardian Partners’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	$5.93M	Buy	+166,096	New	+$6.32M	0.53%	50
2025 Q4	–	Sell	-83,926	Closed	-$2.79M	–	207
2025 Q3	$2.79M	Sell	83,926 -107	-0.1%	-$3.37K	0.24%	81
2025 Q2	$2.77M	Sell	84,033 -1,217	-1%	-$38.2K	0.25%	82
2025 Q1	$2.41M	Sell	85,250 -13,747	-14%	-$431K	0.25%	84
2024 Q4	$3.24M	Buy	+98,997	New	+$3.38M	0.33%	73

Other funds holding BIP

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return

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

Guardian Partners's BIP Position: Q3 2026 in Review

Guardian Partners opened a new position in Brookfield Infrastructure Partners (BIP) in Q3 2026: 166,096 shares worth $5.93M. The stake represents 0.53% of the portfolio and ranks #50 among its holdings. This is a return to the name: Guardian Partners previously reported a position in BIP as recently as Q3 2025.

Guardian Partners first reported a position in BIP in Q4 2024 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold BIP as of Q3 2026.

Guardian Partners held 166,096 shares of Brookfield Infrastructure Partners worth $5.93M as of Q3 2026.
Brookfield Infrastructure Partners was a new Guardian Partners position in Q3 2026.
Brookfield Infrastructure Partners made up 0.53% of Guardian Partners's portfolio in Q3 2026, its #50 holding.
Guardian Partners first reported a position in Brookfield Infrastructure Partners in Q4 2024 and has held it in 5 quarters since.
81 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.