SC&H Financial Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

SC&H Financial 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 Q2	$299K	Hold	8,182	–	–	0.04%	128
2026 Q1	$296K	Hold	8,182	–	–	0.04%	124
2025 Q4	$284K	Hold	8,182	–	–	0.04%	130
2025 Q3	$269K	Hold	8,182	–	–	0.04%	128
2025 Q2	$274K	Hold	8,182	–	–	0.05%	125
2025 Q1	$244K	Hold	8,182	–	–	0.05%	133
2024 Q4	$260K	Hold	8,182	–	–	0.05%	123
2024 Q3	$287K	Hold	8,182	–	–	0.06%	123
2024 Q2	$225K	Hold	8,182	–	–	0.06%	133
2024 Q1	$255K	Hold	8,182	–	–	0.07%	124
2023 Q4	$258K	Hold	8,182	–	–	0.07%	119
2023 Q3	$241K	Sell	8,182 -4,020	-33%	-$133K	0.08%	121
2023 Q2	$445K	Sell	12,202 -1,492	-11%	-$53.2K	0.15%	97
2023 Q1	$462K	Hold	13,694	–	–	0.17%	87
2022 Q4	$424K	Sell	13,694 -1,024	-7%	-$35.8K	0.18%	88
2022 Q3	$528K	Sell	14,718 -233	-2%	-$9.36K	0.26%	72
2022 Q2	$571K	Buy	+14,951	New	+$614K	0.27%	76

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

SC&H Financial Advisors's BIP Position: Q2 2026 in Review

SC&H Financial Advisors held its Brookfield Infrastructure Partners (BIP) position steady in Q2 2026 at 8,182 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #128.

SC&H Financial Advisors first reported a position in BIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $571K in Q2 2022. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

SC&H Financial Advisors held 8,182 shares of Brookfield Infrastructure Partners worth $299K as of Q2 2026.
SC&H Financial Advisors left its Brookfield Infrastructure Partners share count unchanged in Q2 2026.
Brookfield Infrastructure Partners made up 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #128 holding.
SC&H Financial Advisors first reported a position in Brookfield Infrastructure Partners in Q2 2022 and has held it in 17 quarters since.
SC&H Financial Advisors's Brookfield Infrastructure Partners position peaked at $571K in Q2 2022.
352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.