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Curated Wealth Partners’s Brookfield Infrastructure BIPC Stock Holding History

Curated 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
2026
Q1 		– Sell
-4,635
Closed -$210K – 232
2025
Q4 		$210K Buy
+4,635
New +$210K 0.02% 194

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Bank of America
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Royal Bank of Canada
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VCM
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Principal Financial Group
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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

Curated Wealth Partners's BIPC Position: Q1 2026 in Review

Curated Wealth Partners sold out of Brookfield Infrastructure (BIPC) in Q1 2026, closing a stake of 4,635 shares — an estimated $210K sold.

Curated Wealth Partners first reported a position in BIPC in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 378 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Curated Wealth Partners reported no remaining Brookfield Infrastructure position as of Q1 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 4,635 Brookfield Infrastructure shares in Q1 2026, an estimated $210K.
  • Curated Wealth Partners first reported a position in Brookfield Infrastructure in Q4 2025 and held it in 1 quarter.
  • Curated Wealth Partners's Brookfield Infrastructure position peaked at $210K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Curated Wealth Partners's 13F filing for Q1 2026, filed 9 Apr 2026.