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SageView Advisory Group’s Brookfield Infrastructure Partners BIP Stock Holding History

SageView Advisory Group’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 		– Sell
-169
Closed -$5.87K – 794
2025
Q4 		$5.87K Buy
+169
New +$5.89K ﹤0.01% 1914

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

SageView Advisory Group's BIP Position: Q1 2026 in Review

SageView Advisory Group sold out of Brookfield Infrastructure Partners (BIP) in Q1 2026, closing a stake of 169 shares — an estimated $5.87K sold.

SageView Advisory Group first reported a position in BIP in Q4 2025 and held it in 1 quarter. The position peaked at $5.87K in Q4 2025. 353 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

  • SageView Advisory Group reported no remaining Brookfield Infrastructure Partners position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 169 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $5.87K.
  • SageView Advisory Group first reported a position in Brookfield Infrastructure Partners in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Brookfield Infrastructure Partners position peaked at $5.87K in Q4 2025.
  • 353 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.