Sequoia Financial Advisors, LLC BIP — BROOKFIELD INFRAST PARTNERS

Ownership history in Sequoia Financial Advisors, LLC  ·  39 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported BROOKFIELD INFRAST PARTNERS (BIP) in 39 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.21% in 2024 Q3. The latest visible filing shows BIP at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in BROOKFIELD INFRAST PARTNERS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BIP was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BIP stock page Sequoia Financial Advisors, LLC fund profile Sequoia Financial Advisors, LLC full holdings
How Sequoia Financial Advisors, LLC held BIP — position size vs. price
% of Fund (quarterly)    BIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 472,764 -24,878 -5.0% 0.09% $17.3M 2026-07-17 $39.26
2026 Q1 ADDED — — — 497,642 +4,422 +0.9% 0.10% $18.0M 2026-04-30 $35.44
2025 Q4 REDUCED — — — 493,220 -11,682 -2.3% 0.10% $17.1M 2026-02-03 $35.87
2025 Q3 REDUCED — — — 504,902 -8,687 -1.7% 0.10% $16.6M 2025-10-29 $33.53
2025 Q2 REDUCED — — — 513,589 -4,606 -0.9% 0.12% $17.2M 2025-07-25 $30.81
2025 Q1 REDUCED 10.8% +13.9% ❌ 518,195 -62,447 -10.8% 0.12% $15.4M 2025-04-23 $27.41
2024 Q4 ADDED — — — 580,642 +16,021 +2.8% 0.18% $18.5M 2025-02-07 $31.23
2024 Q3 ADDED — — — 564,621 +327,143 +137.8% 0.21% $19.8M 2024-10-21 $33.53
2024 Q2 REDUCED 6.4% +29.3% ❌ 237,478 -16,164 -6.4% 0.08% $6.5M 2024-07-15 $28.00
2024 Q1 REDUCED — — — 253,642 -10,669 -4.0% 0.10% $7.9M 2024-04-30 $24.28
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BIP

As of 2026 Q2 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 2.01% HERBST GROUP, LLC 3Y 1.43% EPIQ PARTNERS, LLC 3Y 1.24% Addenda Capital Inc. 3Y 7Y 1.09% Baskin Financial Services Inc. 3Y 7Y 0.83% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 0.75% JAMISON PRIVATE WEALTH MANAGEMENT, INC. 0.21% Value Partners Investments Inc. 3Y 0.15% Formidable Asset Management, LLC 3Y 7Y 0.13% Northside Capital Management, LLC 3Y 7Y 0.12%

FAQ About Sequoia Financial Advisors, LLC and BIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequoia Financial Advisors, LLC reported owning BIP?

Sequoia Financial Advisors, LLC reported BIP across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BIP position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for BIP was 0.21% in 2024 Q3.

What is the latest reported BIP position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 472,764 shares, equal to 0.09% of portfolio, with an estimated market value of $17.3M.

What does the chart on this BIP ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly BIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sequoia Financial Advisors, LLC time their BIP position?

Based on 13F filing dates vs. subsequent BIP price moves, Sequoia Financial Advisors, LLC correctly timed 13 out of 38 reported position changes (34%). The annualised alpha on BIP relative to SPY over the holding period was -3.2%.

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