Jamison Private Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Jamison Private Wealth Management’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	$2.08M	Hold	57,053	–	–	0.21%	90
2026 Q1	$2.06M	Hold	57,053	–	–	0.25%	85
2025 Q4	$1.98M	Hold	57,053	–	–	0.24%	88
2025 Q3	$1.88M	Sell	57,053 -1,566	-3%	-$49.3K	0.24%	88
2025 Q2	$1.96M	Hold	58,619	–	–	0.28%	76
2025 Q1	$1.75M	Sell	58,619 -972	-2%	-$30.5K	0.27%	87
2024 Q4	$1.89M	Hold	59,591	–	–	0.28%	79
2024 Q3	$2.09M	Sell	59,591 -256	-0.4%	-$8.04K	0.32%	75
2024 Q2	$1.64M	Hold	59,847	–	–	0.27%	80
2024 Q1	$1.87M	Hold	59,847	–	–	0.32%	74
2023 Q4	$1.88M	Sell	59,847 -1,538	-3%	-$41.6K	0.35%	70
2023 Q3	$1.8M	Buy	+61,385	New	+$2.03M	0.37%	70

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Jamison Private Wealth Management's BIP Position: Q2 2026 in Review

Jamison Private Wealth Management held its Brookfield Infrastructure Partners (BIP) position steady in Q2 2026 at 57,053 shares worth $2.08M. The position accounts for 0.21% of the portfolio, ranked #90.

Jamison Private Wealth Management first reported a position in BIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.09M in Q3 2024. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

Jamison Private Wealth Management held 57,053 shares of Brookfield Infrastructure Partners worth $2.08M as of Q2 2026.
Jamison Private Wealth Management left its Brookfield Infrastructure Partners share count unchanged in Q2 2026.
Brookfield Infrastructure Partners made up 0.21% of Jamison Private Wealth Management's portfolio in Q2 2026, its #90 holding.
Jamison Private Wealth Management first reported a position in Brookfield Infrastructure Partners in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Brookfield Infrastructure Partners position peaked at $2.09M in Q3 2024.
352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.