Balboa Wealth Partners
BIPC icon

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
Q3 		$344K Sell
9,666
-1,191
-11% -$46.2K 0.05% 301
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

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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

Balboa Wealth Partners's BIPC Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Brookfield Infrastructure (BIPC) stake by 11% in Q3 2026, selling an estimated $46.2K and leaving 9,666 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #301.

Balboa Wealth Partners first reported a position in BIPC in Q3 2025 and has held it in 5 quarters since. The position peaked at $418K in Q2 2026. 203 funds tracked by Wall St. Rank hold BIPC as of Q3 2026.

  • Balboa Wealth Partners held 9,666 shares of Brookfield Infrastructure worth $344K as of Q3 2026.
  • Balboa Wealth Partners sold 1,191 Brookfield Infrastructure shares in Q3 2026, an estimated $46.2K.
  • Brookfield Infrastructure made up 0.05% of Balboa Wealth Partners's portfolio in Q3 2026, its #301 holding.
  • Balboa Wealth Partners first reported a position in Brookfield Infrastructure in Q3 2025 and has held it in 5 quarters since.
  • Balboa Wealth Partners's Brookfield Infrastructure position peaked at $418K in Q2 2026.
  • 203 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.