HHM Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

HHM Wealth 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 Q2	$126K	Sell	3,464 -99	-3%	-$3.7K	0.01%	262
2026 Q1	$129K	Sell	3,563 -199	-5%	-$7.3K	0.01%	233
2025 Q4	$131K	Sell	3,762 -525	-12%	-$18.3K	0.02%	236
2025 Q3	$141K	Hold	4,287	–	–	0.02%	244
2025 Q2	$144K	Hold	4,287	–	–	0.02%	244
2025 Q1	$128K	Sell	4,287 -180	-4%	-$5.64K	0.02%	238
2024 Q4	$142K	Sell	4,467 -150	-3%	-$5.12K	0.02%	222
2024 Q3	$162K	Sell	4,617 -1,420	-24%	-$44.6K	0.02%	201
2024 Q2	$166K	Buy	+6,037	New	+$172K	0.02%	193

Other funds holding BIP

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

HHM Wealth Advisors's BIP Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Brookfield Infrastructure Partners (BIP) stake by 2.8% in Q2 2026, selling an estimated $3.7K and leaving 3,464 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #262.

HHM Wealth Advisors first reported a position in BIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $166K in Q2 2024. 77 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

HHM Wealth Advisors held 3,464 shares of Brookfield Infrastructure Partners worth $126K as of Q2 2026.
HHM Wealth Advisors sold 99 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $3.7K.
Brookfield Infrastructure Partners made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #262 holding.
HHM Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q2 2024 and has held it in 9 quarters since.
HHM Wealth Advisors's Brookfield Infrastructure Partners position peaked at $166K in Q2 2024.
77 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.