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Concord Wealth Partners’s Brookfield Infrastructure BIPC Stock Holding History

Concord 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
2025
Q4 		– Sell
-78
Closed -$3.21K – 853
2025
Q3 		$3.21K Hold
78
– – ﹤0.01% 680
2025
Q2 		$3.25K Hold
78
– – ﹤0.01% 680
2025
Q1 		$2.82K Hold
78
– – ﹤0.01% 652
2024
Q4 		$3.12K Hold
78
– – ﹤0.01% 661
2024
Q3 		$3.39K Buy
+78
New +$3.03K ﹤0.01% 690

Other funds holding BIPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Concord Wealth Partners's BIPC Position: Q4 2025 in Review

Concord Wealth Partners sold out of Brookfield Infrastructure (BIPC) in Q4 2025, closing a stake of 78 shares — an estimated $3.21K sold.

Concord Wealth Partners first reported a position in BIPC in Q3 2024 and held it in 5 quarters. The position peaked at $3.39K in Q3 2024. 375 funds tracked by Wall St. Rank hold BIPC as of Q4 2025.

  • Concord Wealth Partners reported no remaining Brookfield Infrastructure position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 78 Brookfield Infrastructure shares in Q4 2025, an estimated $3.21K.
  • Concord Wealth Partners first reported a position in Brookfield Infrastructure in Q3 2024 and held it in 5 quarters.
  • Concord Wealth Partners's Brookfield Infrastructure position peaked at $3.39K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.