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

Medallion 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 Q1	$10.8K	Hold	300	–	–	﹤0.01%	752
2025 Q4	$10.4K	Hold	300	–	–	﹤0.01%	741
2025 Q3	$9.87K	Hold	300	–	–	﹤0.01%	751
2025 Q2	$10.1K	Hold	300	–	–	﹤0.01%	732
2025 Q1	$9.11K	Hold	300	–	–	﹤0.01%	701
2024 Q4	$9.54K	Buy	+300	New	+$10.2K	﹤0.01%	671

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Medallion Wealth Advisors's BIP Position: Q1 2026 in Review

Medallion Wealth Advisors held its Brookfield Infrastructure Partners (BIP) position steady in Q1 2026 at 300 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Medallion Wealth Advisors first reported a position in BIP in Q4 2024 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

Medallion Wealth Advisors held 300 shares of Brookfield Infrastructure Partners worth $10.8K as of Q1 2026.
Medallion Wealth Advisors left its Brookfield Infrastructure Partners share count unchanged in Q1 2026.
Brookfield Infrastructure Partners made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #752 holding.
Medallion Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q4 2024 and has held it in 6 quarters since.
351 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.