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Concord Wealth Partners’s Brookfield Infrastructure Partners BIP Stock Holding History

Concord Wealth Partners’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.9K Buy
+1,450
New +$54.2K 0.01% 357
2026
Q1 		– Sell
-1,450
Closed -$50.4K – 260
2025
Q4 		$50.4K Buy
+1,450
New +$50.5K 0.01% 326

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Concord Wealth Partners's BIP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Brookfield Infrastructure Partners (BIP) in Q2 2026: 1,450 shares worth $52.9K. The stake represents 0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BIP as recently as Q4 2025.

Concord Wealth Partners first reported a position in BIP in Q4 2025 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Concord Wealth Partners held 1,450 shares of Brookfield Infrastructure Partners worth $52.9K as of Q2 2026.
  • Brookfield Infrastructure Partners was a new Concord Wealth Partners position in Q2 2026.
  • Brookfield Infrastructure Partners made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #357 holding.
  • Concord Wealth Partners first reported a position in Brookfield Infrastructure Partners in Q4 2025 and has held it in 2 quarters since.
  • 352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.