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Integrated Wealth Concepts’s Brookfield Infrastructure Partners BIP Stock Holding History

Integrated Wealth Concepts’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$307K Sell
8,419
-86
-1% -$3.21K ﹤0.01% 1968
2026
Q1 		$307K Buy
+8,505
New +$312K ﹤0.01% 1850
2025
Q4 		– Sell
-9,284
Closed -$305K – 1658
2025
Q3 		$305K Buy
9,284
+552
+6% +$17.4K ﹤0.01% 1622
2025
Q2 		$293K Buy
+8,732
New +$274K ﹤0.01% 1558

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Integrated Wealth Concepts's BIP Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Brookfield Infrastructure Partners (BIP) stake by 1% in Q2 2026, selling an estimated $3.21K and leaving 8,419 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Integrated Wealth Concepts first reported a position in BIP in Q2 2025 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Integrated Wealth Concepts held 8,419 shares of Brookfield Infrastructure Partners worth $307K as of Q2 2026.
  • Integrated Wealth Concepts sold 86 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $3.21K.
  • Brookfield Infrastructure Partners made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1968 holding.
  • Integrated Wealth Concepts first reported a position in Brookfield Infrastructure Partners in Q2 2025 and has held it in 4 quarters since.
  • 354 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.