Jones Financial Companies’s Brookfield Infrastructure Partners BIP Stock Holding History

Jones Financial Companies’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	$469K	Sell	12,827 -341	-3%	-$12.7K	﹤0.01%	2240
2026 Q1	$459K	Sell	13,168 -44	-0.3%	-$1.61K	﹤0.01%	2086
2025 Q4	$459K	Buy	13,212 +1,005	+8%	+$35K	﹤0.01%	1560
2025 Q3	$404K	Buy	12,207 +138	+1%	+$4.34K	﹤0.01%	1482
2025 Q2	$405K	Buy	12,069 +1,047	+9%	+$32.8K	﹤0.01%	1358
2025 Q1	$327K	Buy	11,022 +1,973	+22%	+$61.9K	﹤0.01%	1302
2024 Q4	$288K	Buy	9,049 +6,466	+250%	+$221K	﹤0.01%	1192
2024 Q3	$90.9K	Buy	2,583 +2,381	+1,179%	+$74.8K	﹤0.01%	1442
2024 Q2	$5.54K	Buy	+202	New	+$5.75K	﹤0.01%	1917

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

Jones Financial Companies's BIP Position: Q2 2026 in Review

Jones Financial Companies reduced its Brookfield Infrastructure Partners (BIP) stake by 2.6% in Q2 2026, selling an estimated $12.7K and leaving 12,827 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

Jones Financial Companies first reported a position in BIP in Q2 2024 and has held it in 9 quarters since. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

Jones Financial Companies held 12,827 shares of Brookfield Infrastructure Partners worth $469K as of Q2 2026.
Jones Financial Companies sold 341 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $12.7K.
Brookfield Infrastructure Partners made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2240 holding.
Jones Financial Companies first reported a position in Brookfield Infrastructure Partners in Q2 2024 and has held it in 9 quarters since.
352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.