James T. Borello RIA’s Brookfield Infrastructure Partners BIP Stock Holding History

James T. Borello RIA’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 Q3	$56K	Hold	1,575	–	–	0.01%	227
2026 Q2	$57.5K	Hold	1,575	–	–	0.01%	221
2026 Q1	$56.9K	Hold	1,575	–	–	0.01%	207
2025 Q4	$54.7K	Hold	1,575	–	–	0.01%	171
2025 Q3	$51.8K	Hold	1,575	–	–	0.01%	158
2025 Q2	$52.8K	Hold	1,575	–	–	0.02%	140
2025 Q1	$46.9K	Buy	+1,575	New	+$49.4K	0.02%	125

Other funds holding BIP

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return

James T. Borello RIA's BIP Position: Q3 2026 in Review

James T. Borello RIA held its Brookfield Infrastructure Partners (BIP) position steady in Q3 2026 at 1,575 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #227.

James T. Borello RIA first reported a position in BIP in Q1 2025 and has held it in 7 quarters since. The position peaked at $57.5K in Q2 2026. 61 funds tracked by Wall St. Rank hold BIP as of Q3 2026.

James T. Borello RIA held 1,575 shares of Brookfield Infrastructure Partners worth $56K as of Q3 2026.
James T. Borello RIA left its Brookfield Infrastructure Partners share count unchanged in Q3 2026.
Brookfield Infrastructure Partners made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #227 holding.
James T. Borello RIA first reported a position in Brookfield Infrastructure Partners in Q1 2025 and has held it in 7 quarters since.
James T. Borello RIA's Brookfield Infrastructure Partners position peaked at $57.5K in Q2 2026.
61 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.