Focus Partners Wealth
BIPC icon

Focus Partners Wealth’s Brookfield Infrastructure BIPC Stock Holding History

Focus Partners Wealth’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 		$33.5M Buy
848,257
+71,429
+9% +$3.28M 0.04% 376
2025
Q4 		$33.9M Buy
776,828
+10,592
+1% +$480K 0.04% 365
2025
Q3 		$31.5M Buy
766,236
+298,480
+64% +$12.1M 0.05% 297
2025
Q2 		$19.5M Buy
467,756
+4,017
+0.9% +$155K 0.04% 366
2025
Q1 		$16.8M Sell
463,739
-14,277
-3% -$562K 0.04% 364
2024
Q4 		$19.1M Sell
478,016
-214,396
-31% -$9.03M 0.05% 330
2024
Q3 		$30.1M Buy
692,412
+533,559
+336% +$20.7M 0.1% 207
2024
Q2 		$5.35M Buy
158,853
+4,784
+3% +$159K 0.02% 489
2024
Q1 		$5.55M Sell
154,069
-92
-0.1% -$3.22K 0.05% 305
2023
Q4 		$5.44M Buy
+154,161
New +$4.91M 0.07% 222

Other funds holding BIPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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