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Integrated Wealth Concepts’s Brookfield Infrastructure BIPC Stock Holding History

Integrated Wealth Concepts’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 		$747K Buy
19,391
+1,930
+11% +$77.8K ﹤0.01% 1407
2026
Q1 		$690K Buy
+17,461
New +$801K 0.01% 1340
2025
Q4 		– Sell
-17,260
Closed -$710K – 1659
2025
Q3 		$710K Sell
17,260
-1,047
-6% -$42.4K 0.01% 1158
2025
Q2 		$762K Sell
18,307
-14,080
-43% -$542K 0.01% 1057
2025
Q1 		$1.17M Sell
32,387
-6,820
-17% -$268K 0.01% 765
2024
Q4 		$1.57M Sell
39,207
-1,658
-4% -$69.8K 0.02% 645
2024
Q3 		$1.77M Sell
40,865
-3,073
-7% -$119K 0.02% 581
2024
Q2 		$1.48M Sell
43,938
-1,565
-3% -$52.1K 0.02% 605
2024
Q1 		$1.64M Sell
45,503
-1,070
-2% -$37.4K 0.02% 579
2023
Q4 		$1.64M Buy
46,573
+4,215
+10% +$134K 0.03% 549
2023
Q3 		$1.5M Buy
42,358
+3,414
+9% +$141K 0.03% 546
2023
Q2 		$1.78M Sell
38,944
-272
-0.7% -$12.4K 0.03% 509
2023
Q1 		$1.81M Buy
+39,216
New +$1.71M 0.04% 447

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Brookfield Infrastructure (BIPC) stake by 11% in Q2 2026, buying an estimated $77.8K and bringing the position to 19,391 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Integrated Wealth Concepts first reported a position in BIPC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.81M in Q1 2023. 394 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Integrated Wealth Concepts held 19,391 shares of Brookfield Infrastructure worth $747K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,930 Brookfield Infrastructure shares in Q2 2026, an estimated $77.8K.
  • Brookfield Infrastructure made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1407 holding.
  • Integrated Wealth Concepts first reported a position in Brookfield Infrastructure in Q1 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Brookfield Infrastructure position peaked at $1.81M in Q1 2023.
  • 394 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

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