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Strategic Wealth Partners’s Brookfield Infrastructure Partners BIP Stock Holding History

Strategic Wealth Partners’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 		$331K Sell
9,174
-130
-1% -$4.77K 0.02% 243
2025
Q4 		$323K Sell
9,304
-6,320
-40% -$220K 0.02% 255
2025
Q3 		$514K Buy
15,624
+940
+6% +$29.6K 0.04% 227
2025
Q2 		$492K Buy
+14,684
New +$461K 0.04% 212

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Strategic Wealth Partners's BIP Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Brookfield Infrastructure Partners (BIP) stake by 1.4% in Q1 2026, selling an estimated $4.77K and leaving 9,174 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #243.

Strategic Wealth Partners first reported a position in BIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $514K in Q3 2025. 350 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

  • Strategic Wealth Partners held 9,174 shares of Brookfield Infrastructure Partners worth $331K as of Q1 2026.
  • Strategic Wealth Partners sold 130 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $4.77K.
  • Brookfield Infrastructure Partners made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #243 holding.
  • Strategic Wealth Partners first reported a position in Brookfield Infrastructure Partners in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Brookfield Infrastructure Partners position peaked at $514K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.