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EverSource Wealth Advisors’s Brookfield Infrastructure BIPC Stock Holding History

EverSource Wealth 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 		$34.3K Buy
892
+193
+28% +$7.78K ﹤0.01% 2033
2026
Q1 		$27.6K Buy
699
+127
+22% +$5.83K ﹤0.01% 2291
2025
Q4 		$26K Sell
572
-901
-61% -$40.8K ﹤0.01% 2212
2025
Q3 		$60.6K Buy
1,473
+688
+88% +$27.9K ﹤0.01% 1566
2025
Q2 		$32.7K Buy
785
+180
+30% +$6.93K ﹤0.01% 1924
2025
Q1 		$21.9K Sell
605
-76
-11% -$2.99K ﹤0.01% 1642
2024
Q4 		$27.2K Sell
681
-1,982
-74% -$83.4K ﹤0.01% 1471
2024
Q3 		$116K Sell
2,663
-1,401
-34% -$54.5K 0.01% 745
2024
Q2 		$158K Sell
4,064
-152
-4% -$5.06K 0.01% 640
2024
Q1 		$128K Sell
4,216
-94
-2% -$3.29K 0.01% 623
2023
Q4 		$152K Buy
4,310
+3,926
+1,022% +$125K 0.01% 506
2023
Q3 		$13.6K Sell
384
-3,694
-91% -$153K ﹤0.01% 1280
2023
Q2 		$186K Buy
4,078
+3,911
+2,342% +$178K 0.02% 412
2023
Q1 		$7.69K Buy
+167
New +$7.28K ﹤0.01% 1480

Other funds holding BIPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's BIPC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Brookfield Infrastructure (BIPC) stake by 28% in Q2 2026, buying an estimated $7.78K and bringing the position to 892 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

EverSource Wealth Advisors first reported a position in BIPC in Q1 2023 and has held it in 14 quarters since. The position peaked at $186K in Q2 2023. 394 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • EverSource Wealth Advisors held 892 shares of Brookfield Infrastructure worth $34.3K as of Q2 2026.
  • EverSource Wealth Advisors bought 193 Brookfield Infrastructure shares in Q2 2026, an estimated $7.78K.
  • Brookfield Infrastructure made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2033 holding.
  • EverSource Wealth Advisors first reported a position in Brookfield Infrastructure in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Brookfield Infrastructure position peaked at $186K in Q2 2023.
  • 394 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.