Sequoia Financial Advisors, LLC

Position in BIPH — Brookfield Infrastructure Partners L.P.

CIK 1599900 Akron, OH

Position in BIPH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$7,290,020

-$224,374 QoQ

Shares Held

472,764

-5.0% QoQ

Ownership

0.160%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#49

of 350 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $14,311,731 across 4 Utilities - Diversified names. BIPH ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPH	Brookfield Infrastructure Partners L.P. This page	472,764	$7,290,020
2	SRE	Sempra	62,622	$5,805,685
3	AES	Aes Corp	57,105	$837,159
4	AVA	Avista Corp	9,261	$378,867

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,290,020	472,764	-5.0%	Shares	Sole	2026-07-17
2026-03-31	$7,514,394	497,642	+0.9%	Shares	Sole	2026-04-30
2025-12-31	$8,034,553	493,220	-2.3%	Shares	Sole	2026-02-03
2025-09-30	$8,537,892	504,902	-1.7%	Shares	Sole	2025-10-29
2025-06-30	$8,145,521	513,589	-0.9%	Shares	Sole	2025-07-25
2025-03-31	$8,539,853	518,195	-10.8%	Shares	Sole	2025-04-23
2024-12-31	$9,673,495	580,642	+2.8%	Shares	Sole	2025-08-08
2024-09-30	$10,868,954	564,621	+137.8%	Shares	Sole	2024-10-21
2024-06-30	$4,191,486	237,478	-6.4%	Shares	Sole	2024-07-15
2024-03-31	$4,669,549	253,642	-4.0%	Shares	Sole	2024-04-30
2023-12-31	$4,435,138	264,311	+2.7%	Shares	Sole	2024-01-26
2023-09-30	$4,294,487	257,309	-1.2%	Shares	Sole	2023-11-08
2023-06-30	$4,826,444	260,326	-3.2%	Shares	Sole	2023-08-08
2023-03-31	$4,906,549	268,852	-1.3%	Shares	Sole	2023-04-25
2022-12-31	$4,193,236	272,465	+1.7%	Shares	Sole	2023-02-10
2022-09-30	$4,459,735	267,852	-3.4%	Shares	Sole	2022-10-26
2022-06-30	$5,065,905	277,280	+49.5%	Shares	Sole	2022-07-22
2022-03-31	$4,065,918	185,489	-0.9%	Shares	Sole	2022-05-13
2021-12-31	$4,708,683	187,224	+5.6%	Shares	Sole	2022-02-22
2021-09-30	$4,612,851	177,281	-6.8%	Shares	Sole	2021-10-26
2021-06-30	$4,832,578	190,259	-0.1%	Shares	Sole	2021-07-27
2021-03-31	—	190,359	+9.7%	Shares	Sole	2021-05-14
2020-12-31	—	173,558	-2.8%	Shares	Sole	2021-02-12
2020-09-30	—	178,517	-0.4%	Shares	Sole	2020-10-23
2020-06-30	—	179,287	-0.3%	Shares	Sole	2020-08-25
2020-03-31	—	179,830	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.