Mascoma Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Mascoma 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	$2.74K	Hold	75	–	–	﹤0.01%	427
2026 Q1	$2.71K	Hold	75	–	–	﹤0.01%	403
2025 Q4	$2.61K	Hold	75	–	–	﹤0.01%	402
2025 Q3	$2.47K	Hold	75	–	–	﹤0.01%	416
2025 Q2	$2.51K	Hold	75	–	–	﹤0.01%	427
2025 Q1	$2.23K	Hold	75	–	–	﹤0.01%	452
2024 Q4	$2.38K	Hold	75	–	–	﹤0.01%	462
2024 Q3	$2.63K	Hold	75	–	–	﹤0.01%	422
2024 Q2	$2.06K	Hold	75	–	–	﹤0.01%	462
2024 Q1	$2.34K	Hold	75	–	–	﹤0.01%	425
2023 Q4	$2.36K	Hold	75	–	–	﹤0.01%	437
2023 Q3	$2.21K	Hold	75	–	–	﹤0.01%	460
2023 Q2	$2.45K	Hold	75	–	–	﹤0.01%	439
2023 Q1	$2.61K	Hold	75	–	–	﹤0.01%	535
2022 Q4	$2.32K	Hold	75	–	–	﹤0.01%	557
2022 Q3	$3K	Hold	75	–	–	﹤0.01%	519
2022 Q2	$3K	Hold	75	–	–	﹤0.01%	536
2022 Q1	$3K	Hold	75	–	–	﹤0.01%	530
2021 Q4	$3K	Hold	75	–	–	﹤0.01%	476
2021 Q3	$3K	Buy	+75	New	+$2.79K	﹤0.01%	403
2021 Q2	–	Sell	-75	Closed	-$3K	–	138
2021 Q1	$3K	Buy	+75	New	+$2.62K	﹤0.01%	400

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

Mascoma Wealth Management's BIP Position: Q2 2026 in Review

Mascoma Wealth Management held its Brookfield Infrastructure Partners (BIP) position steady in Q2 2026 at 75 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Mascoma Wealth Management first reported a position in BIP in Q1 2021 and has held it in 21 quarters since. The position peaked at $3K in Q3 2022. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

Mascoma Wealth Management held 75 shares of Brookfield Infrastructure Partners worth $2.74K as of Q2 2026.
Mascoma Wealth Management left its Brookfield Infrastructure Partners share count unchanged in Q2 2026.
Brookfield Infrastructure Partners made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #427 holding.
Mascoma Wealth Management first reported a position in Brookfield Infrastructure Partners in Q1 2021 and has held it in 21 quarters since.
Mascoma Wealth Management's Brookfield Infrastructure Partners position peaked at $3K in Q3 2022.
352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.