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Novak & Powell Financial Services’s Brookfield Infrastructure Partners BIP Stock Holding History

Novak & Powell Financial 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
Q1 		$627K Sell
17,350
-100
-0.6% -$3.67K 0.34% 66
2025
Q4 		$606K Sell
17,450
-1,125
-6% -$39.2K 0.32% 68
2025
Q3 		$611K Sell
18,575
-1,100
-6% -$34.6K 0.32% 68
2025
Q2 		$659K Sell
19,675
-200
-1% -$6.27K 0.46% 50
2025
Q1 		$592K Sell
19,875
-375
-2% -$11.8K 0.37% 62
2024
Q4 		$644K Sell
20,250
-300
-1% -$10.2K 0.38% 60
2024
Q3 		$720K Sell
20,550
-1,875
-8% -$58.9K 0.42% 59
2024
Q2 		$615K Sell
22,425
-1,800
-7% -$51.3K 0.38% 61
2024
Q1 		$756K Sell
24,225
-1,325
-5% -$40.2K 0.57% 46
2023
Q4 		$805K Buy
+25,550
New +$692K 0.54% 48

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Novak & Powell Financial Services's BIP Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its Brookfield Infrastructure Partners (BIP) stake by 0.57% in Q1 2026, selling an estimated $3.67K and leaving 17,350 shares worth $627K. The position accounts for 0.34% of the portfolio, ranked #66.

Novak & Powell Financial Services first reported a position in BIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $805K in Q4 2023. 351 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

  • Novak & Powell Financial Services held 17,350 shares of Brookfield Infrastructure Partners worth $627K as of Q1 2026.
  • Novak & Powell Financial Services sold 100 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $3.67K.
  • Brookfield Infrastructure Partners made up 0.34% of Novak & Powell Financial Services's portfolio in Q1 2026, its #66 holding.
  • Novak & Powell Financial Services first reported a position in Brookfield Infrastructure Partners in Q4 2023 and has held it in 10 quarters since.
  • Novak & Powell Financial Services's Brookfield Infrastructure Partners position peaked at $805K in Q4 2023.
  • 351 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.