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Accredited Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$9.38K Sell
124
-104
-46% -$4.21K 0.01% 270
2025
Q2 		$9.48K Hold
228
– – 0.01% 267
2025
Q1 		$8.25K Buy
+228
New +$8.97K 0.01% 258

Other funds holding BIPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Accredited Wealth Management's BIPC Position: Q3 2025 in Review

Accredited Wealth Management reduced its Brookfield Infrastructure (BIPC) stake by 46% in Q3 2025, selling an estimated $4.21K and leaving 124 shares worth $9.38K. The position accounts for 0.01% of the portfolio, ranked #270.

Accredited Wealth Management first reported a position in BIPC in Q1 2025 and has held it in 3 quarters since. The position peaked at $9.48K in Q2 2025. 350 funds tracked by Wall St. Rank hold BIPC as of Q3 2025.

  • Accredited Wealth Management held 124 shares of Brookfield Infrastructure worth $9.38K as of Q3 2025.
  • Accredited Wealth Management sold 104 Brookfield Infrastructure shares in Q3 2025, an estimated $4.21K.
  • Brookfield Infrastructure made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #270 holding.
  • Accredited Wealth Management first reported a position in Brookfield Infrastructure in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's Brookfield Infrastructure position peaked at $9.48K in Q2 2025.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.