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Smallwood Wealth Investment Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Smallwood Wealth Investment Management’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 		$2.34K Hold
64
– – ﹤0.01% 402
2026
Q1 		$2.31K Hold
64
– – ﹤0.01% 403
2025
Q4 		$2.23K Hold
64
– – ﹤0.01% 395
2025
Q3 		$2.11K Hold
64
– – ﹤0.01% 392
2025
Q2 		$2.15K Hold
64
– – ﹤0.01% 396
2025
Q1 		$1.91K Buy
+64
New +$2.01K ﹤0.01% 392

Other funds holding BIP

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Smallwood Wealth Investment Management's BIP Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Brookfield Infrastructure Partners (BIP) position steady in Q2 2026 at 64 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Smallwood Wealth Investment Management first reported a position in BIP in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Smallwood Wealth Investment Management held 64 shares of Brookfield Infrastructure Partners worth $2.34K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Brookfield Infrastructure Partners share count unchanged in Q2 2026.
  • Brookfield Infrastructure Partners made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #402 holding.
  • Smallwood Wealth Investment Management first reported a position in Brookfield Infrastructure Partners in Q1 2025 and has held it in 6 quarters since.
  • 85 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.