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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
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

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Integrated Wealth Concepts's BIP Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Brookfield Infrastructure Partners (BIP) in Q1 2026: 8,505 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #1850 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in BIP as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in BIP in Q2 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

  • Integrated Wealth Concepts held 8,505 shares of Brookfield Infrastructure Partners worth $307K as of Q1 2026.
  • Brookfield Infrastructure Partners was a new Integrated Wealth Concepts position in Q1 2026.
  • Brookfield Infrastructure Partners made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1850 holding.
  • Integrated Wealth Concepts first reported a position in Brookfield Infrastructure Partners in Q2 2025 and has held it in 3 quarters since.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.