Meriwether Wealth & Planning’s Brookfield Infrastructure BIPC Stock Holding History

Meriwether Wealth & Planning’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 Q3	$285	Buy	+8	New	+$310	﹤0.01%	820

Other funds holding BIPC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return

Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Meriwether Wealth & Planning's BIPC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Brookfield Infrastructure (BIPC) in Q3 2026: 8 shares worth $285. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

75 funds tracked by Wall St. Rank hold BIPC as of Q3 2026.

Meriwether Wealth & Planning held 8 shares of Brookfield Infrastructure worth $285 as of Q3 2026.
Brookfield Infrastructure was a new Meriwether Wealth & Planning position in Q3 2026.
Brookfield Infrastructure made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #820 holding.
75 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.