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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Brookfield Infrastructure BIPC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$103K Buy
2,686
+133
+5% +$5.36K 0.03% 247
2026
Q1 		$101K Buy
2,553
+2,513
+6,283% +$115K 0.03% 235
2025
Q4 		$1.82K Hold
40
– – ﹤0.01% 476
2025
Q3 		$1.65K Hold
40
– – ﹤0.01% 495
2025
Q2 		$1.66K Buy
+40
New +$1.54K ﹤0.01% 437
2024
Q3 		– Sell
-5,736
Closed -$193K – 381
2024
Q2 		$193K Buy
+5,736
New +$191K 0.11% 96

Other funds holding BIPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BIPC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Brookfield Infrastructure (BIPC) stake by 5.2% in Q2 2026, buying an estimated $5.36K and bringing the position to 2,686 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #247.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BIPC in Q2 2024 and has held it in 6 quarters since. The position peaked at $193K in Q2 2024. 187 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,686 shares of Brookfield Infrastructure worth $103K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 133 Brookfield Infrastructure shares in Q2 2026, an estimated $5.36K.
  • Brookfield Infrastructure made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #247 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Brookfield Infrastructure in Q2 2024 and has held it in 6 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Brookfield Infrastructure position peaked at $193K in Q2 2024.
  • 187 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.