Cerity Partners
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Cerity Partners’s Brookfield Infrastructure BIPC Stock Holding History

Cerity 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 		$269K Buy
6,803
+1,279
+23% +$58.7K ﹤0.01% 2688
2025
Q4 		$251K Buy
5,524
+649
+13% +$29.4K ﹤0.01% 2512
2025
Q3 		$200K Sell
4,875
-134
-3% -$5.43K ﹤0.01% 2506
2025
Q2 		$208K Sell
5,009
-2,716
-35% -$105K ﹤0.01% 2340
2025
Q1 		$280K Buy
+7,725
New +$304K ﹤0.01% 2056
2024
Q4 		– Sell
-32,681
Closed -$1.42M – 2442
2024
Q3 		$1.42M Buy
32,681
+7,517
+30% +$292K ﹤0.01% 1249
2024
Q2 		$847K Sell
25,164
-4,981
-17% -$166K ﹤0.01% 1304
2024
Q1 		$1.09M Buy
30,145
+12,446
+70% +$436K ﹤0.01% 1237
2023
Q4 		$624K Buy
17,699
+7,983
+82% +$254K ﹤0.01% 1182
2023
Q3 		$344K Sell
9,716
-1,502
-13% -$62K ﹤0.01% 1109
2023
Q2 		$511K Buy
11,218
+1,562
+16% +$70.9K ﹤0.01% 1169
2023
Q1 		$413K Sell
9,656
-1,783
-16% -$77.7K ﹤0.01% 1391
2022
Q4 		$445K Buy
11,439
+5,958
+109% +$253K ﹤0.01% 984
2022
Q3 		$223K Sell
5,481
-4,262
-44% -$196K ﹤0.01% 1016
2022
Q2 		$414K Buy
+9,743
New +$461K ﹤0.01% 808

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

Cerity Partners's BIPC Position: Q1 2026 in Review

Cerity Partners increased its Brookfield Infrastructure (BIPC) stake by 23% in Q1 2026, buying an estimated $58.7K and bringing the position to 6,803 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2688.

Cerity Partners first reported a position in BIPC in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.42M in Q3 2024. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Cerity Partners held 6,803 shares of Brookfield Infrastructure worth $269K as of Q1 2026.
  • Cerity Partners bought 1,279 Brookfield Infrastructure shares in Q1 2026, an estimated $58.7K.
  • Brookfield Infrastructure made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2688 holding.
  • Cerity Partners first reported a position in Brookfield Infrastructure in Q2 2022 and has held it in 15 quarters since.
  • Cerity Partners's Brookfield Infrastructure position peaked at $1.42M in Q3 2024.
  • 377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.