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Sequoia Financial Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Sequoia 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 		$17.3M Sell
472,764
-24,878
-5% -$930K 0.09% 149
2026
Q1 		$18M Buy
497,642
+4,422
+0.9% +$162K 0.1% 137
2025
Q4 		$17.1M Sell
493,220
-11,682
-2% -$407K 0.1% 147
2025
Q3 		$16.6M Sell
504,902
-8,687
-2% -$273K 0.1% 140
2025
Q2 		$17.2M Sell
513,589
-4,606
-0.9% -$144K 0.12% 136
2025
Q1 		$15.4M Sell
518,195
-62,447
-11% -$1.96M 0.12% 150
2024
Q4 		$18.5M Buy
580,642
+16,021
+3% +$546K 0.18% 114
2024
Q3 		$19.8M Buy
564,621
+327,143
+138% +$10.3M 0.21% 99
2024
Q2 		$6.52M Sell
237,478
-16,164
-6% -$460K 0.08% 165
2024
Q1 		$7.92M Sell
253,642
-10,669
-4% -$324K 0.1% 154
2023
Q4 		$8.32M Buy
264,311
+7,002
+3% +$190K 0.1% 163
2023
Q3 		$7.56M Sell
257,309
-3,017
-1% -$99.9K 0.13% 118
2023
Q2 		$9.5M Sell
260,326
-8,526
-3% -$304K 0.16% 108
2023
Q1 		$9.08M Sell
268,852
-3,613
-1% -$122K 0.2% 97
2022
Q4 		$8.44M Buy
272,465
+4,613
+2% +$161K 0.21% 101
2022
Q3 		$9.62M Sell
267,852
-9,428
-3% -$379K 0.3% 61
2022
Q2 		$10.6M Sell
277,280
-954
-0.3% -$39.2K 0.3% 61
2022
Q1 		$12.3M Sell
278,234
-2,602
-0.9% -$105K 0.31% 67
2021
Q4 		$11.4M Buy
280,836
+14,914
+6% +$576K 0.31% 64
2021
Q3 		$9.95M Sell
265,922
-19,467
-7% -$723K 1.01% 23
2021
Q2 		$10.6M Sell
285,389
-150
-0.1% -$5.42K 0.39% 45
2021
Q1 		$10.1M Buy
285,539
+25,202
+10% +$879K 0.42% 37
2020
Q4 		$8.57M Sell
260,337
-7,439
-3% -$242K 0.39% 43
2020
Q3 		$8.5M Sell
267,776
-1,155
-0.4% -$34K 0.45% 33
2020
Q2 		$7.37M Sell
268,931
-814
-0.3% -$21.7K 0.44% 37
2020
Q1 		$6.47M Sell
269,745
-33,838
-11% -$989K 0.48% 28
2019
Q4 		$9.03M Sell
303,583
-7,395
-2% -$222K 0.57% 24
2019
Q3 		$9.18M Sell
310,978
-2,218
-0.7% -$60.1K 0.67% 23
2019
Q2 		$8.01M Sell
313,196
-14,401
-4% -$359K 0.6% 25
2019
Q1 		$8.16M Sell
327,597
-7,059
-2% -$166K 0.67% 23
2018
Q4 		$6.88M Sell
334,656
-14,080
-4% -$321K 0.8% 22
2018
Q3 		$8.28M Sell
348,736
-8,783
-2% -$209K 0.82% 20
2018
Q2 		$8.17M Sell
357,519
-15,150
-4% -$356K 0.87% 20
2018
Q1 		$9.24M Sell
372,669
-1,936
-0.5% -$48.1K 0.97% 19
2017
Q4 		$9.99M Sell
374,605
-2,321
-0.6% -$60.1K 1.05% 20
2017
Q3 		$9.68M Buy
376,926
+4,215
+1% +$106K 1.15% 18
2017
Q2 		$9.08M Sell
372,711
-1,254
-0.3% -$29.7K 1.12% 20
2017
Q1 		$8.61M Buy
373,965
+7,206
+2% +$154K 1.1% 21
2016
Q4 		$7.31M Buy
+366,759
New +$7.23M 1.04% 24

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Sequoia Financial Advisors's BIP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Brookfield Infrastructure Partners (BIP) stake by 5% in Q2 2026, selling an estimated $930K and leaving 472,764 shares worth $17.3M. The position accounts for 0.09% of the portfolio, ranked #149.

Sequoia Financial Advisors first reported a position in BIP in Q4 2016 and has held it in 39 quarters since. The position peaked at $19.8M in Q3 2024. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Sequoia Financial Advisors held 472,764 shares of Brookfield Infrastructure Partners worth $17.3M as of Q2 2026.
  • Sequoia Financial Advisors sold 24,878 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $930K.
  • Brookfield Infrastructure Partners made up 0.09% of Sequoia Financial Advisors's portfolio in Q2 2026, its #149 holding.
  • Sequoia Financial Advisors first reported a position in Brookfield Infrastructure Partners in Q4 2016 and has held it in 39 quarters since.
  • Sequoia Financial Advisors's Brookfield Infrastructure Partners position peaked at $19.8M in Q3 2024.
  • 352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.