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Birchwood Financial Partners’s Brookfield Infrastructure BIPC Stock Holding History

Birchwood Financial 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 		$1.39K Hold
36
– – ﹤0.01% 339
2026
Q1 		$1.42K Hold
36
– – ﹤0.01% 337
2025
Q4 		$1.63K Buy
+36
New +$1.63K ﹤0.01% 341

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Bank of Montreal
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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 $103B AUM 28.65% 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

Birchwood Financial Partners's BIPC Position: Q2 2026 in Review

Birchwood Financial Partners held its Brookfield Infrastructure (BIPC) position steady in Q2 2026 at 36 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Birchwood Financial Partners first reported a position in BIPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.63K in Q4 2025. 392 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Birchwood Financial Partners held 36 shares of Brookfield Infrastructure worth $1.39K as of Q2 2026.
  • Birchwood Financial Partners left its Brookfield Infrastructure share count unchanged in Q2 2026.
  • Brookfield Infrastructure made up ﹤0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #339 holding.
  • Birchwood Financial Partners first reported a position in Brookfield Infrastructure in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Brookfield Infrastructure position peaked at $1.63K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.