Heritage Wealth Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Heritage 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	$57.1K	Hold	1,483	–	–	﹤0.01%	321
2026 Q1	$58.6K	Hold	1,483	–	–	﹤0.01%	306
2025 Q4	$67.3K	Hold	1,483	–	–	﹤0.01%	289
2025 Q3	$61K	Hold	1,483	–	–	﹤0.01%	285
2025 Q2	$61.7K	Hold	1,483	–	–	﹤0.01%	285
2025 Q1	$53.7K	Hold	1,483	–	–	﹤0.01%	297
2024 Q4	$59.3K	Hold	1,483	–	–	﹤0.01%	296
2024 Q3	$64.4K	Hold	1,483	–	–	﹤0.01%	309
2024 Q2	$49.9K	Buy	1,483 +150	+11%	+$4.99K	﹤0.01%	307
2024 Q1	$48K	Buy	1,333 +401	+43%	+$14K	﹤0.01%	329
2023 Q4	$32.9K	Buy	+932	New	+$29.7K	﹤0.01%	371

Other funds holding BIPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Heritage Wealth Advisors held its Brookfield Infrastructure (BIPC) position steady in Q2 2026 at 1,483 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Heritage Wealth Advisors first reported a position in BIPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $67.3K in Q4 2025. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Heritage Wealth Advisors held 1,483 shares of Brookfield Infrastructure worth $57.1K as of Q2 2026.
Heritage Wealth Advisors left its Brookfield Infrastructure share count unchanged in Q2 2026.
Brookfield Infrastructure made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #321 holding.
Heritage Wealth Advisors first reported a position in Brookfield Infrastructure in Q4 2023 and has held it in 11 quarters since.
Heritage Wealth Advisors's Brookfield Infrastructure position peaked at $67.3K in Q4 2025.
393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.