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 Q3	$2.61M	Buy	73,452 +1,658	+2%	+$63.1K	0.01%	1267
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%	+$9.32K	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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Kestra Advisory Services's BIP Position: Q3 2026 in Review

Kestra Advisory Services increased its Brookfield Infrastructure Partners (BIP) stake by 2.3% in Q3 2026, buying an estimated $63.1K and bringing the position to 73,452 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #1267.

Kestra Advisory Services first reported a position in BIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.62M in Q2 2026. 310 funds tracked by Wall St. Rank hold BIP as of Q3 2026.

Kestra Advisory Services held 73,452 shares of Brookfield Infrastructure Partners worth $2.61M as of Q3 2026.
Kestra Advisory Services bought 1,658 Brookfield Infrastructure Partners shares in Q3 2026, an estimated $63.1K.
Brookfield Infrastructure Partners made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1267 holding.
Kestra Advisory Services first reported a position in Brookfield Infrastructure Partners in Q1 2024 and has held it in 10 quarters since.
Kestra Advisory Services's Brookfield Infrastructure Partners position peaked at $2.62M in Q2 2026.
310 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.