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Herold Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Herold Advisors’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
Q1 		$3.4M Buy
94,211
+1,700
+2% +$62.4K 0.75% 36
2025
Q4 		$3.21M Sell
92,511
-4,118
-4% -$143K 0.72% 37
2025
Q3 		$3.18M Buy
96,629
+1,435
+2% +$45.2K 0.74% 31
2025
Q2 		$3.19M Sell
95,194
-4,753
-5% -$149K 0.67% 36
2025
Q1 		$2.98M Sell
99,947
-1,480
-1% -$46.4K 0.65% 41
2024
Q4 		$3.22M Sell
101,427
-937
-0.9% -$32K 0.7% 34
2024
Q3 		$3.59M Sell
102,364
-245
-0.2% -$7.7K 0.78% 30
2024
Q2 		$2.82M Sell
102,609
-10,150
-9% -$289K 0.65% 38
2024
Q1 		$3.52M Sell
112,759
-5,133
-4% -$156K 0.85% 26
2023
Q4 		$3.71M Buy
117,892
+611
+0.5% +$16.5K 1.03% 21
2023
Q3 		$3.45M Sell
117,281
-1,640
-1% -$54.3K 1.05% 20
2023
Q2 		$4.34M Sell
118,921
-1,445
-1% -$51.5K 1.33% 11
2023
Q1 		$4.06M Buy
120,366
+59
+0% +$1.99K 1.4% 12
2022
Q4 		$3.73M Buy
120,307
+57
+0% +$1.99K 1.58% 11
2022
Q3 		$4.32M Buy
120,250
+95
+0.1% +$3.81K 2.07% 6
2022
Q2 		$4.59M Buy
120,155
+39
+0% +$1.6K 2.05% 6
2022
Q1 		$5.3M Sell
120,116
-750
-0.6% -$30.3K 1.89% 5
2021
Q4 		$4.9M Buy
120,866
+41
+0% +$1.58K 1.9% 6
2021
Q3 		$4.52M Buy
+120,825
New +$4.49M 1.76% 5

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Herold Advisors's BIP Position: Q1 2026 in Review

Herold Advisors increased its Brookfield Infrastructure Partners (BIP) stake by 1.8% in Q1 2026, buying an estimated $62.4K and bringing the position to 94,211 shares worth $3.4M. The position accounts for 0.75% of the portfolio, ranked #36.

Herold Advisors first reported a position in BIP in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.3M in Q1 2022. 350 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

  • Herold Advisors held 94,211 shares of Brookfield Infrastructure Partners worth $3.4M as of Q1 2026.
  • Herold Advisors bought 1,700 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $62.4K.
  • Brookfield Infrastructure Partners made up 0.75% of Herold Advisors's portfolio in Q1 2026, its #36 holding.
  • Herold Advisors first reported a position in Brookfield Infrastructure Partners in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Brookfield Infrastructure Partners position peaked at $5.3M in Q1 2022.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.