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Balboa Wealth Partners’s Brookfield Infrastructure BIPC Stock Holding History

Balboa Wealth Partners’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 		$418K Buy
10,857
+1,062
+11% +$42.8K 0.06% 271
2026
Q1 		$387K Buy
9,795
+2,424
+33% +$111K 0.06% 246
2025
Q4 		$335K Buy
7,371
+1,403
+24% +$63.5K 0.06% 262
2025
Q3 		$245K Buy
+5,968
New +$242K 0.04% 315

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

Balboa Wealth Partners's BIPC Position: Q2 2026 in Review

Balboa Wealth Partners increased its Brookfield Infrastructure (BIPC) stake by 11% in Q2 2026, buying an estimated $42.8K and bringing the position to 10,857 shares worth $418K. The position accounts for 0.06% of the portfolio, ranked #271.

Balboa Wealth Partners first reported a position in BIPC in Q3 2025 and has held it in 4 quarters since. 394 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Balboa Wealth Partners held 10,857 shares of Brookfield Infrastructure worth $418K as of Q2 2026.
  • Balboa Wealth Partners bought 1,062 Brookfield Infrastructure shares in Q2 2026, an estimated $42.8K.
  • Brookfield Infrastructure made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #271 holding.
  • Balboa Wealth Partners first reported a position in Brookfield Infrastructure in Q3 2025 and has held it in 4 quarters since.
  • 394 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

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