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Arkadios Wealth Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Arkadios Wealth Advisors’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
Q2 		$246K Buy
6,390
+874
+16% +$35.3K ﹤0.01% 1520
2026
Q1 		$218K Buy
5,516
+1,013
+22% +$46.5K ﹤0.01% 1531
2025
Q4 		$204K Buy
+4,503
New +$204K ﹤0.01% 1446

Other funds holding BIPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arkadios Wealth Advisors's BIPC Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Brookfield Infrastructure (BIPC) stake by 16% in Q2 2026, buying an estimated $35.3K and bringing the position to 6,390 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Arkadios Wealth Advisors first reported a position in BIPC in Q4 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Arkadios Wealth Advisors held 6,390 shares of Brookfield Infrastructure worth $246K as of Q2 2026.
  • Arkadios Wealth Advisors bought 874 Brookfield Infrastructure shares in Q2 2026, an estimated $35.3K.
  • Brookfield Infrastructure made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1520 holding.
  • Arkadios Wealth Advisors first reported a position in Brookfield Infrastructure in Q4 2025 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.