Atria Investments’s Brookfield Infrastructure BIPC Stock Holding History

Atria Investments’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 Q1	$877K	Buy	22,186 +1,124	+5%	+$51.6K	0.01%	1134
2025 Q4	$956K	Buy	21,062 +1,004	+5%	+$45.5K	0.01%	1093
2025 Q3	$825K	Buy	20,058 +2,060	+11%	+$83.5K	0.01%	1150
2025 Q2	$749K	Sell	17,998 -1,012	-5%	-$39K	0.01%	1201
2025 Q1	$688K	Sell	19,010 -2,028	-10%	-$79.8K	0.01%	1182
2024 Q4	$842K	Buy	21,038 +5,200	+33%	+$219K	0.01%	1068
2024 Q3	$688K	Sell	15,838 -1,273	-7%	-$49.5K	0.01%	1170
2024 Q2	$576K	Buy	+17,111	New	+$570K	0.01%	1232

Other funds holding BIPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Investments's BIPC Position: Q1 2026 in Review

Atria Investments increased its Brookfield Infrastructure (BIPC) stake by 5.3% in Q1 2026, buying an estimated $51.6K and bringing the position to 22,186 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #1134.

Atria Investments first reported a position in BIPC in Q2 2024 and has held it in 8 quarters since. The position peaked at $956K in Q4 2025. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

Atria Investments held 22,186 shares of Brookfield Infrastructure worth $877K as of Q1 2026.
Atria Investments bought 1,124 Brookfield Infrastructure shares in Q1 2026, an estimated $51.6K.
Brookfield Infrastructure made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1134 holding.
Atria Investments first reported a position in Brookfield Infrastructure in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Brookfield Infrastructure position peaked at $956K in Q4 2025.
377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.