J.W. Cole Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

J.W. Cole 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	$441K	Sell	12,082 -215	-2%	-$8.03K	0.01%	1074
2026 Q1	$444K	Buy	12,297 +8	+0.1%	+$294	0.02%	531
2025 Q4	$420K	Buy	12,289 +9	+0.1%	+$313	0.01%	956
2025 Q3	$404K	Sell	12,280 -442	-3%	-$13.9K	0.01%	1085
2025 Q2	$426K	Buy	12,722 +209	+2%	+$6.55K	0.01%	976
2025 Q1	$373K	Buy	+12,513	New	+$392K	0.01%	870
2020 Q4	–	Sell	-14,165	Closed	-$450K	–	657
2020 Q3	$450K	Buy	+14,165	New	+$417K	0.03%	438
2020 Q1	–	Sell	-7,837	Closed	-$233K	–	141
2019 Q4	$233K	Buy	+7,837	New	+$235K	0.03%	485

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

J.W. Cole Advisors's BIP Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Brookfield Infrastructure Partners (BIP) stake by 1.7% in Q2 2026, selling an estimated $8.03K and leaving 12,082 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #1074.

J.W. Cole Advisors first reported a position in BIP in Q4 2019 and has held it in 8 quarters since. The position peaked at $450K in Q3 2020. 75 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

J.W. Cole Advisors held 12,082 shares of Brookfield Infrastructure Partners worth $441K as of Q2 2026.
J.W. Cole Advisors sold 215 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $8.03K.
Brookfield Infrastructure Partners made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1074 holding.
J.W. Cole Advisors first reported a position in Brookfield Infrastructure Partners in Q4 2019 and has held it in 8 quarters since.
J.W. Cole Advisors's Brookfield Infrastructure Partners position peaked at $450K in Q3 2020.
75 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.