Summit Financial’s Brookfield Infrastructure Partners BIP Stock Holding History

Summit Financial’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	$477K	Hold	13,067	–	–	0.01%	1110
2026 Q1	$472K	Buy	13,067 +225	+2%	+$8.26K	0.01%	1020
2025 Q4	$446K	Hold	12,842	–	–	0.01%	922
2025 Q3	$422K	Hold	12,842	–	–	0.01%	941
2025 Q2	$430K	Sell	12,842 -1,875	-13%	-$58.8K	0.01%	599
2025 Q1	$438K	Buy	14,717 +4,505	+44%	+$141K	0.01%	543
2024 Q4	$325K	Buy	10,212 +1,311	+15%	+$44.7K	0.01%	520
2024 Q3	$312K	Buy	+8,901	New	+$280K	0.01%	455

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

Summit Financial's BIP Position: Q2 2026 in Review

Summit Financial held its Brookfield Infrastructure Partners (BIP) position steady in Q2 2026 at 13,067 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #1110.

Summit Financial first reported a position in BIP in Q3 2024 and has held it in 8 quarters since. 353 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

Summit Financial held 13,067 shares of Brookfield Infrastructure Partners worth $477K as of Q2 2026.
Summit Financial left its Brookfield Infrastructure Partners share count unchanged in Q2 2026.
Brookfield Infrastructure Partners made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1110 holding.
Summit Financial first reported a position in Brookfield Infrastructure Partners in Q3 2024 and has held it in 8 quarters since.
353 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.