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HB Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

HB Wealth Management’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 		$322K Buy
+8,351
New +$337K ﹤0.01% 1341
2026
Q1 		– Sell
-4,476
Closed -$203K – 1551
2025
Q4 		$203K Buy
+4,476
New +$203K ﹤0.01% 1324

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

HB Wealth Management's BIPC Position: Q2 2026 in Review

HB Wealth Management opened a new position in Brookfield Infrastructure (BIPC) in Q2 2026: 8,351 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in BIPC as recently as Q4 2025.

HB Wealth Management first reported a position in BIPC in Q4 2025 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • HB Wealth Management held 8,351 shares of Brookfield Infrastructure worth $322K as of Q2 2026.
  • Brookfield Infrastructure was a new HB Wealth Management position in Q2 2026.
  • Brookfield Infrastructure made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1341 holding.
  • HB Wealth Management first reported a position in Brookfield Infrastructure in Q4 2025 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.