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 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 $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Summit Financial's BIP Position: Q1 2026 in Review

Summit Financial increased its Brookfield Infrastructure Partners (BIP) stake by 1.8% in Q1 2026, buying an estimated $8.26K and bringing the position to 13,067 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #1020.

Summit Financial first reported a position in BIP in Q3 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

Summit Financial held 13,067 shares of Brookfield Infrastructure Partners worth $472K as of Q1 2026.
Summit Financial bought 225 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $8.26K.
Brookfield Infrastructure Partners made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1020 holding.
Summit Financial first reported a position in Brookfield Infrastructure Partners in Q3 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.