UCFA
BIP icon

United Capital Financial Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

United Capital Financial Advisors’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 		$440K Sell
12,177
-619
-5% -$22.7K ﹤0.01% 1127
2025
Q4 		$445K Buy
12,796
+762
+6% +$26.5K ﹤0.01% 1011
2025
Q3 		$396K Buy
+12,034
New +$379K ﹤0.01% 939
2024
Q4 		– Sell
-8,152
Closed -$286K – 1064
2024
Q3 		$286K Buy
+8,152
New +$256K ﹤0.01% 893
2024
Q2 		– Sell
-30,411
Closed -$949K – 1044
2024
Q1 		$949K Sell
30,411
-22,172
-42% -$673K 0.01% 572
2023
Q4 		$1.66M Sell
52,583
-166,530
-76% -$4.51M 0.01% 455
2023
Q3 		$6.44M Sell
219,113
-18,177
-8% -$602K 0.04% 273
2023
Q2 		$8.66M Sell
237,290
-22,994
-9% -$820K 0.05% 255
2023
Q1 		$8.79M Sell
260,284
-13,370
-5% -$451K 0.05% 255
2022
Q4 		$8.48M Sell
273,654
-4,121
-1% -$144K 0.05% 264
2022
Q3 		$9.97M Sell
277,775
-277
-0.1% -$11.1K 0.06% 240
2022
Q2 		$10.6M Sell
278,052
-1,178
-0.4% -$48.4K 0.06% 251
2022
Q1 		$12.3M Buy
279,230
+225
+0.1% +$9.08K 0.06% 250
2021
Q4 		$11.3M Sell
279,005
-853
-0.3% -$32.9K 0.05% 270
2021
Q3 		$10.5M Sell
279,858
-19,539
-7% -$726K 0.05% 267
2021
Q2 		$11.1M Sell
299,397
-1,409
-0.5% -$50.9K 0.06% 255
2021
Q1 		$10.7M Sell
300,806
-3,870
-1% -$135K 0.06% 250
2020
Q4 		$10M Sell
304,676
-1,152
-0.4% -$37.5K 0.06% 254
2020
Q3 		$9.71M Sell
305,828
-14,715
-5% -$433K 0.06% 257
2020
Q2 		$8.79M Sell
320,543
-12,787
-4% -$341K 0.06% 271
2020
Q1 		$7.99M Sell
333,330
-66,483
-17% -$1.94M 0.07% 266
2019
Q4 		$11.9M Buy
399,813
+16,010
+4% +$480K 0.08% 285
2019
Q3 		$11.2M Sell
383,803
-18,063
-4% -$490K 0.08% 276
2019
Q2 		$10.3M Buy
401,866
+17,868
+5% +$445K 0.07% 298
2019
Q1 		$9.42M Sell
383,998
-2,441
-0.6% -$57.3K 0.07% 300
2018
Q4 		$7.78M Buy
386,439
+3,540
+0.9% +$80.8K 0.06% 297
2018
Q3 		$9.1M Sell
382,899
-1,846
-0.5% -$43.9K 0.06% 317
2018
Q2 		$8.79M Sell
384,745
-14,922
-4% -$350K 0.07% 324
2018
Q1 		$9.91M Sell
399,667
-1,052
-0.3% -$26.1K 0.08% 296
2017
Q4 		$10.7M Sell
400,719
-9,673
-2% -$251K 0.08% 283
2017
Q3 		$10.5M Sell
410,392
-20,345
-5% -$511K 0.09% 267
2017
Q2 		$13.6M Sell
430,737
-10,624
-2% -$251K 0.12% 194
2017
Q1 		$10.2M Sell
441,361
-12,546
-3% -$269K 0.09% 259
2016
Q4 		$9.04M Sell
453,907
-17,617
-4% -$347K 0.09% 278
2016
Q3 		$9.72M Sell
471,524
-132,399
-22% -$2.54M 0.09% 264
2016
Q2 		$10.8M Sell
603,923
-68,383
-10% -$1.16M 0.11% 213
2016
Q1 		$11.2M Sell
672,306
-62,423
-8% -$906K 0.12% 174
2015
Q4 		$11.1M Sell
734,729
-25,381
-3% -$404K 0.13% 182
2015
Q3 		$11.1M Sell
760,110
-16,884
-2% -$273K 0.13% 169
2015
Q2 		$13.8M Sell
776,994
-90,166
-10% -$1.59M 0.16% 147
2015
Q1 		$15.1M Sell
867,160
-82,396
-9% -$1.44M 0.18% 128
2014
Q4 		$15.8M Sell
949,556
-23,640
-2% -$377K 0.24% 104
2014
Q3 		$14.7M Sell
973,196
-318
-0% -$5.14K 0.25% 102
2014
Q2 		$16.1M Sell
973,514
-204,752
-17% -$3.28M 0.3% 90
2014
Q1 		$18.4M Buy
1,178,266
+35,607
+3% +$532K 0.39% 55
2013
Q4 		$17.8M Sell
1,142,659
-19,346
-2% -$296K 0.61% 37
2013
Q3 		$17.5M Buy
1,162,005
+14,067
+1% +$204K 0.56% 37
2013
Q2 		$16.6M Buy
+1,147,938
New +$17M 0.44% 59

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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

United Capital Financial Advisors's BIP Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Brookfield Infrastructure Partners (BIP) stake by 4.8% in Q1 2026, selling an estimated $22.7K and leaving 12,177 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

United Capital Financial Advisors first reported a position in BIP in Q2 2013 and has held it in 48 quarters since. The position peaked at $18.4M in Q1 2014. 350 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

  • United Capital Financial Advisors held 12,177 shares of Brookfield Infrastructure Partners worth $440K as of Q1 2026.
  • United Capital Financial Advisors sold 619 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $22.7K.
  • Brookfield Infrastructure Partners made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1127 holding.
  • United Capital Financial Advisors first reported a position in Brookfield Infrastructure Partners in Q2 2013 and has held it in 48 quarters since.
  • United Capital Financial Advisors's Brookfield Infrastructure Partners position peaked at $18.4M in Q1 2014.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

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