HG
BIP icon

Herbst Group’s Brookfield Infrastructure Partners BIP Stock Holding History

Herbst Group’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 		$2.94M Buy
82,810
+11,070
+15% +$422K 1.68% 25
2026
Q2 		$2.62M Buy
71,740
+12,370
+21% +$462K 1.43% 31
2026
Q1 		$2.14M Buy
+59,370
New +$2.18M 1.32% 34

Other funds holding BIP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
GIM
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TritonPoint Wealth
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
HA
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $288M AUM 15.4% 1-Year Est. Return

Herbst Group's BIP Position: Q3 2026 in Review

Herbst Group increased its Brookfield Infrastructure Partners (BIP) stake by 15% in Q3 2026, buying an estimated $422K and bringing the position to 82,810 shares worth $2.94M. The position accounts for 1.68% of the portfolio, ranked #25.

Herbst Group first reported a position in BIP in Q1 2026 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold BIP as of Q3 2026.

  • Herbst Group held 82,810 shares of Brookfield Infrastructure Partners worth $2.94M as of Q3 2026.
  • Herbst Group bought 11,070 Brookfield Infrastructure Partners shares in Q3 2026, an estimated $422K.
  • Brookfield Infrastructure Partners made up 1.68% of Herbst Group's portfolio in Q3 2026, its #25 holding.
  • Herbst Group first reported a position in Brookfield Infrastructure Partners in Q1 2026 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2026.

Based on Herbst Group's 13F filing for Q3 2026, filed 20 Oct 2026.