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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balboa Wealth Partners's BIPC Position: Q1 2026 in Review

Balboa Wealth Partners increased its Brookfield Infrastructure (BIPC) stake by 33% in Q1 2026, buying an estimated $111K and bringing the position to 9,795 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #246.

Balboa Wealth Partners first reported a position in BIPC in Q3 2025 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Balboa Wealth Partners held 9,795 shares of Brookfield Infrastructure worth $387K as of Q1 2026.
  • Balboa Wealth Partners bought 2,424 Brookfield Infrastructure shares in Q1 2026, an estimated $111K.
  • Brookfield Infrastructure made up 0.06% of Balboa Wealth Partners's portfolio in Q1 2026, its #246 holding.
  • Balboa Wealth Partners first reported a position in Brookfield Infrastructure in Q3 2025 and has held it in 3 quarters since.
  • 377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.