Rothwell Investment Advisors, LLC’s Brookfield Infrastructure BIPC Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio BIPC Stock Details BIPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.44K	Buy	+40	New	+$1.55K	﹤0.01%	1059

Other funds holding BIPC

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BIPC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Brookfield Infrastructure (BIPC) in Q3 2026: 40 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #1059 among its holdings.

164 funds tracked by Wall St. Rank hold BIPC as of Q3 2026.

Rothwell Investment Advisors, LLC held 40 shares of Brookfield Infrastructure worth $1.44K as of Q3 2026.
Brookfield Infrastructure was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Brookfield Infrastructure made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1059 holding.
164 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.