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Concurrent Investment Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Concurrent Investment Advisors’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 		$224K Buy
5,819
+31
+0.5% +$1.25K ﹤0.01% 1878
2026
Q1 		$229K Sell
5,788
-386
-6% -$17.7K ﹤0.01% 1665
2025
Q4 		$280K Buy
+6,174
New +$280K ﹤0.01% 1438
2025
Q3 		– Sell
-24,420
Closed -$1.02M – 1510
2025
Q2 		$1.02M Buy
24,420
+5,413
+28% +$208K 0.02% 589
2025
Q1 		$688K Buy
+19,007
New +$748K 0.02% 650

Other funds holding BIPC

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $474M AUM 35.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Concurrent Investment Advisors's BIPC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Brookfield Infrastructure (BIPC) stake by 0.54% in Q2 2026, buying an estimated $1.25K and bringing the position to 5,819 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Concurrent Investment Advisors first reported a position in BIPC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q2 2025. 78 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Concurrent Investment Advisors held 5,819 shares of Brookfield Infrastructure worth $224K as of Q2 2026.
  • Concurrent Investment Advisors bought 31 Brookfield Infrastructure shares in Q2 2026, an estimated $1.25K.
  • Brookfield Infrastructure made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1878 holding.
  • Concurrent Investment Advisors first reported a position in Brookfield Infrastructure in Q1 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Brookfield Infrastructure position peaked at $1.02M in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.