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Steward Partners Investment Advisory’s Brookfield Infrastructure Partners BIP Stock Holding History

Steward Partners Investment Advisory’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 		$1.2M Sell
32,967
-614
-2% -$22.9K 0.01% 1184
2026
Q1 		$1.21M Sell
33,581
-1,777
-5% -$65.2K 0.01% 1058
2025
Q4 		$1.23M Buy
35,358
+636
+2% +$22.1K 0.01% 973
2025
Q3 		$1.14M Sell
34,722
-1,562
-4% -$49.2K 0.01% 996
2025
Q2 		$1.22M Buy
36,284
+1,755
+5% +$55K 0.01% 907
2025
Q1 		$1.03M Buy
34,529
+12,794
+59% +$401K 0.01% 908
2024
Q4 		$691K Sell
21,735
-200
-0.9% -$6.82K 0.01% 1019
2024
Q3 		$769K Buy
21,935
+40
+0.2% +$1.26K 0.01% 947
2024
Q2 		$601K Sell
21,895
-7,422
-25% -$211K 0.01% 986
2024
Q1 		$915K Sell
29,317
-10,979
-27% -$333K 0.01% 827
2023
Q4 		$1.27M Sell
40,296
-15,467
-28% -$419K 0.02% 653
2023
Q3 		$1.64M Buy
55,763
+8,510
+18% +$282K 0.03% 517
2023
Q2 		$1.72M Sell
47,253
-1,670
-3% -$59.5K 0.03% 524
2023
Q1 		$1.65M Sell
48,923
-827
-2% -$27.9K 0.03% 521
2022
Q4 		$1.54M Buy
49,750
+176
+0.4% +$6.15K 0.03% 530
2022
Q3 		$1.78M Sell
49,574
-3,685
-7% -$148K 0.03% 468
2022
Q2 		$2.04M Sell
53,259
-3,183
-6% -$131K 0.04% 433
2022
Q1 		$2.49M Buy
56,442
+493
+0.9% +$19.9K 0.04% 413
2021
Q4 		$2.27M Buy
55,949
+924
+2% +$35.7K 0.03% 463
2021
Q3 		$2.06M Buy
55,025
+360
+0.7% +$13.4K 0.04% 451
2021
Q2 		$2.02M Sell
54,665
-7,860
-13% -$284K 0.03% 441
2021
Q1 		$2.23M Buy
62,525
+9,081
+17% +$317K 0.04% 404
2020
Q4 		$1.76M Buy
53,444
+2
+0% +$65 0.04% 388
2020
Q3 		$1.7M Buy
53,442
+2,100
+4% +$61.8K 0.04% 356
2020
Q2 		$1.41M Buy
51,342
+11,109
+28% +$296K 0.04% 374
2020
Q1 		$974K Buy
40,233
+2,045
+5% +$59.7K 0.04% 390
2019
Q4 		$1.13M Buy
38,188
+5,947
+18% +$178K 0.03% 423
2019
Q3 		$950K Buy
32,241
+23,606
+273% +$640K 0.03% 422
2019
Q2 		$219K Buy
+8,635
New +$215K 0.01% 782
2018
Q4 		– Sell
-319
Closed -$8K – 915
2018
Q3 		$8K Buy
+319
New +$7.59K ﹤0.01% 1947
2018
Q2 		– Sell
-67
Closed -$1K – 2454
2018
Q1 		$1K Buy
+67
New +$1.66K ﹤0.01% 2108

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

Steward Partners Investment Advisory's BIP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Brookfield Infrastructure Partners (BIP) stake by 1.8% in Q2 2026, selling an estimated $22.9K and leaving 32,967 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1184.

Steward Partners Investment Advisory first reported a position in BIP in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.49M in Q1 2022. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Steward Partners Investment Advisory held 32,967 shares of Brookfield Infrastructure Partners worth $1.2M as of Q2 2026.
  • Steward Partners Investment Advisory sold 614 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $22.9K.
  • Brookfield Infrastructure Partners made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1184 holding.
  • Steward Partners Investment Advisory first reported a position in Brookfield Infrastructure Partners in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Brookfield Infrastructure Partners position peaked at $2.49M in Q1 2022.
  • 352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.