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Marks Group Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Marks Group 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 		$432K Buy
11,208
+1,144
+11% +$46.1K 0.04% 285
2026
Q1 		$398K Hold
10,064
– – 0.04% 267
2025
Q4 		$457K Buy
10,064
+65
+0.7% +$2.94K 0.04% 242
2025
Q3 		$411K Sell
9,999
-358
-3% -$14.5K 0.04% 237
2025
Q2 		$431K Buy
10,357
+353
+4% +$13.6K 0.04% 236
2025
Q1 		$362K Sell
10,004
-293
-3% -$11.5K 0.03% 262
2024
Q4 		$412K Buy
10,297
+1,054
+11% +$44.4K 0.04% 237
2024
Q3 		$401K Sell
9,243
-916
-9% -$35.6K 0.04% 237
2024
Q2 		$342K Buy
10,159
+439
+5% +$14.6K 0.04% 246
2024
Q1 		$350K Buy
9,720
+233
+2% +$8.15K 0.04% 249
2023
Q4 		$335K Buy
9,487
+1,994
+27% +$63.5K 0.04% 245
2023
Q3 		$265K Buy
7,493
+1,313
+21% +$54.2K 0.03% 251
2023
Q2 		$282K Buy
6,180
+313
+5% +$14.2K 0.03% 254
2023
Q1 		$270K Hold
5,867
– – 0.03% 254
2022
Q4 		$228K Sell
5,867
-216
-4% -$9.17K 0.03% 260
2022
Q3 		$248K Buy
6,083
+327
+6% +$15K 0.04% 248
2022
Q2 		$245K Buy
5,756
+27
+0.5% +$1.28K 0.04% 262
2022
Q1 		$288K Sell
5,729
-376
-6% -$17.2K 0.04% 272
2021
Q4 		$278K Buy
6,105
+54
+0.9% +$2.23K 0.03% 276
2021
Q3 		$242K Buy
6,051
+1,777
+42% +$77.8K 0.03% 263
2021
Q2 		$215K Sell
4,274
-91
-2% -$4.39K 0.03% 250
2021
Q1 		$222K Buy
+4,365
New +$197K 0.03% 227

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

Marks Group Wealth Management's BIPC Position: Q2 2026 in Review

Marks Group Wealth Management increased its Brookfield Infrastructure (BIPC) stake by 11% in Q2 2026, buying an estimated $46.1K and bringing the position to 11,208 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #285.

Marks Group Wealth Management first reported a position in BIPC in Q1 2021 and has held it in 22 quarters since. The position peaked at $457K in Q4 2025. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Marks Group Wealth Management held 11,208 shares of Brookfield Infrastructure worth $432K as of Q2 2026.
  • Marks Group Wealth Management bought 1,144 Brookfield Infrastructure shares in Q2 2026, an estimated $46.1K.
  • Brookfield Infrastructure made up 0.04% of Marks Group Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Marks Group Wealth Management first reported a position in Brookfield Infrastructure in Q1 2021 and has held it in 22 quarters since.
  • Marks Group Wealth Management's Brookfield Infrastructure position peaked at $457K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.