Kestra Advisory Services’s Brookfield Infrastructure Partners BIP Stock Holding History

Kestra Advisory Services’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	$2.62M	Buy	71,794 +1,272	+2%	+$47.5K	0.01%	1184
2026 Q1	$2.55M	Buy	70,522 +1,919	+3%	+$70.4K	0.01%	1161
2025 Q4	$2.38M	Buy	68,603 +2,656	+4%	+$92.5K	0.01%	1115
2025 Q3	$2.17M	Sell	65,947 -1,204	-2%	-$37.9K	0.01%	1101
2025 Q2	$2.25M	Buy	67,151 +297	+0.4%	+$9.31K	0.01%	1022
2025 Q1	$1.99M	Buy	66,854 +479	+0.7%	+$15K	0.01%	986
2024 Q4	$2.11M	Buy	+66,375	New	+$2.26M	0.01%	971
2024 Q3	–	Sell	-67,885	Closed	-$1.86M	–	2572
2024 Q2	$1.86M	Sell	67,885 -4,173	-6%	-$119K	0.01%	995
2024 Q1	$2.25M	Buy	+72,058	New	+$2.19M	0.02%	824

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

Kestra Advisory Services's BIP Position: Q2 2026 in Review

Kestra Advisory Services increased its Brookfield Infrastructure Partners (BIP) stake by 1.8% in Q2 2026, buying an estimated $47.5K and bringing the position to 71,794 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #1184.

Kestra Advisory Services first reported a position in BIP in Q1 2024 and has held it in 9 quarters since. 354 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

Kestra Advisory Services held 71,794 shares of Brookfield Infrastructure Partners worth $2.62M as of Q2 2026.
Kestra Advisory Services bought 1,272 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $47.5K.
Brookfield Infrastructure Partners made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1184 holding.
Kestra Advisory Services first reported a position in Brookfield Infrastructure Partners in Q1 2024 and has held it in 9 quarters since.
354 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.