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Avion Wealth’s Brookfield Infrastructure BIPC Stock Holding History

Avion Wealth’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 		– Sell
-19
Closed – – 1429
2026
Q2 		$0 Hold
19
– – ﹤0.01% 1446
2026
Q1 		$0 Hold
19
– – ﹤0.01% 1255
2025
Q4 		$0 Hold
19
– – ﹤0.01% 1246
2025
Q3 		$0 Hold
19
– – ﹤0.01% 1219
2025
Q2 		$0 Hold
19
– – ﹤0.01% 1183
2025
Q1 		$0 Buy
+19
New +$748 ﹤0.01% 1032
2024
Q4 		– Sell
-19
Closed – – 1016
2024
Q3 		$0 Hold
19
– – ﹤0.01% 1012
2024
Q2 		$0 Hold
19
– – ﹤0.01% 923
2024
Q1 		$1K Hold
19
– – ﹤0.01% 860
2023
Q4 		$1K Buy
+19
New +$605 ﹤0.01% 699

Other funds holding BIPC

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Avion Wealth's BIPC Position: Q3 2026 in Review

Avion Wealth sold out of Brookfield Infrastructure (BIPC) in Q3 2026, closing a stake of 19 shares.

Avion Wealth first reported a position in BIPC in Q4 2023 and held it in 10 quarters. The position peaked at $1K in Q1 2024. 203 funds tracked by Wall St. Rank hold BIPC as of Q3 2026.

  • Avion Wealth reported no remaining Brookfield Infrastructure position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 19 Brookfield Infrastructure shares in Q3 2026.
  • Avion Wealth first reported a position in Brookfield Infrastructure in Q4 2023 and held it in 10 quarters.
  • Avion Wealth's Brookfield Infrastructure position peaked at $1K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.