Hedeker Wealth’s Brookfield Infrastructure BIPC Stock Holding History

Hedeker 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 Q3	$770K	Buy	21,619 +565	+3%	+$21.9K	0.14%	72
2026 Q2	$811K	Sell	21,054 -5,564	-21%	-$224K	0.15%	72
2026 Q1	$1.05M	Buy	26,618 +527	+2%	+$24.2K	0.22%	67
2025 Q4	$1.18M	Buy	26,091 +165	+0.6%	+$7.47K	0.25%	63
2025 Q3	$1.07M	Buy	25,926 +705	+3%	+$28.6K	0.22%	73
2025 Q2	$1.05M	Buy	25,221 +42	+0.2%	+$1.62K	0.24%	72
2025 Q1	$911K	Buy	25,179 +1,483	+6%	+$58.4K	0.24%	75
2024 Q4	$948K	Buy	23,696 +14,163	+149%	+$596K	0.24%	73
2024 Q3	$414K	Buy	9,533 +423	+5%	+$16.4K	0.11%	78
2024 Q2	$307K	Buy	+9,110	New	+$303K	0.09%	83

Other funds holding BIPC

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hedeker Wealth's BIPC Position: Q3 2026 in Review

Hedeker Wealth increased its Brookfield Infrastructure (BIPC) stake by 2.7% in Q3 2026, buying an estimated $21.9K and bringing the position to 21,619 shares worth $770K. The position accounts for 0.14% of the portfolio, ranked #72.

Hedeker Wealth first reported a position in BIPC in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.18M in Q4 2025. 203 funds tracked by Wall St. Rank hold BIPC as of Q3 2026.

Hedeker Wealth held 21,619 shares of Brookfield Infrastructure worth $770K as of Q3 2026.
Hedeker Wealth bought 565 Brookfield Infrastructure shares in Q3 2026, an estimated $21.9K.
Brookfield Infrastructure made up 0.14% of Hedeker Wealth's portfolio in Q3 2026, its #72 holding.
Hedeker Wealth first reported a position in Brookfield Infrastructure in Q2 2024 and has held it in 10 quarters since.
Hedeker Wealth's Brookfield Infrastructure position peaked at $1.18M in Q4 2025.
203 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2026.

Based on Hedeker Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.