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Magnolia Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Magnolia Wealth Management’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 		– Sell
-490
Closed -$19.4K – 35
2026
Q1 		$19.4K Buy
+490
New +$22.5K 0.01% 107

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 $103B AUM 28.65% 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

Magnolia Wealth Management's BIPC Position: Q2 2026 in Review

Magnolia Wealth Management sold out of Brookfield Infrastructure (BIPC) in Q2 2026, closing a stake of 490 shares — an estimated $19.4K sold.

Magnolia Wealth Management first reported a position in BIPC in Q1 2026 and held it in 1 quarter. The position peaked at $19.4K in Q1 2026. 392 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Magnolia Wealth Management reported no remaining Brookfield Infrastructure position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 490 Brookfield Infrastructure shares in Q2 2026, an estimated $19.4K.
  • Magnolia Wealth Management first reported a position in Brookfield Infrastructure in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's Brookfield Infrastructure position peaked at $19.4K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.