BTWM
BIPC icon

Baker Tilly Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Baker Tilly 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
2026
Q2 		$393K Sell
10,215
-1,366
-12% -$55.1K 0.08% 192
2026
Q1 		$458K Buy
11,581
+613
+6% +$28.1K 0.11% 168
2025
Q4 		$498K Buy
10,968
+826
+8% +$37.4K 0.12% 158
2025
Q3 		$417K Buy
10,142
+103
+1% +$4.17K 0.09% 172
2025
Q2 		$418K Buy
10,039
+544
+6% +$20.9K 0.15% 146
2025
Q1 		$344K Buy
9,495
+116
+1% +$4.57K 0.13% 166
2024
Q4 		$375K Buy
9,379
+1,584
+20% +$66.7K 0.15% 156
2024
Q3 		$339K Buy
7,795
+1,811
+30% +$70.4K 0.15% 165
2024
Q2 		$201K Buy
+5,984
New +$199K 0.08% 273
2023
Q3 		– Sell
-15,510
Closed -$707K – 472
2023
Q2 		$707K Buy
15,510
+282
+2% +$12.8K 0.07% 266
2023
Q1 		$701K Sell
15,228
-1,781
-10% -$77.6K 0.08% 263
2022
Q4 		$662K Buy
17,009
+3,494
+26% +$148K 0.08% 265
2022
Q3 		$550K Buy
13,515
+786
+6% +$36.2K 0.07% 273
2022
Q2 		$541K Buy
12,729
+147
+1% +$6.95K 0.07% 281
2022
Q1 		$633K Buy
12,582
+2,097
+20% +$95.8K 0.07% 279
2021
Q4 		$477K Buy
10,485
+2,331
+29% +$96.5K 0.05% 359
2021
Q3 		$326K Buy
8,154
+3,579
+78% +$157K 0.04% 406
2021
Q2 		$230K Buy
4,575
+96
+2% +$4.63K 0.04% 451
2021
Q1 		$228K Buy
+4,479
New +$202K 0.05% 425

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

Baker Tilly Wealth Management's BIPC Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Brookfield Infrastructure (BIPC) stake by 12% in Q2 2026, selling an estimated $55.1K and leaving 10,215 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #192.

Baker Tilly Wealth Management first reported a position in BIPC in Q1 2021 and has held it in 19 quarters since. The position peaked at $707K in Q2 2023. 394 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Baker Tilly Wealth Management held 10,215 shares of Brookfield Infrastructure worth $393K as of Q2 2026.
  • Baker Tilly Wealth Management sold 1,366 Brookfield Infrastructure shares in Q2 2026, an estimated $55.1K.
  • Brookfield Infrastructure made up 0.08% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Baker Tilly Wealth Management first reported a position in Brookfield Infrastructure in Q1 2021 and has held it in 19 quarters since.
  • Baker Tilly Wealth Management's Brookfield Infrastructure position peaked at $707K in Q2 2023.
  • 394 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.