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

JFS 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 		$4.82K Buy
132
+42
+47% +$1.57K ﹤0.01% 1283
2026
Q1 		$3.25K Buy
90
+33
+58% +$1.21K ﹤0.01% 1348
2025
Q4 		$1.98K Buy
+57
New +$1.99K ﹤0.01% 1547

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

JFS Wealth Advisors increased its Brookfield Infrastructure Partners (BIP) stake by 47% in Q2 2026, buying an estimated $1.57K and bringing the position to 132 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

JFS Wealth Advisors first reported a position in BIP in Q4 2025 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • JFS Wealth Advisors held 132 shares of Brookfield Infrastructure Partners worth $4.82K as of Q2 2026.
  • JFS Wealth Advisors bought 42 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $1.57K.
  • Brookfield Infrastructure Partners made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1283 holding.
  • JFS Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q4 2025 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.