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NewEdge Wealth’s Brookfield Infrastructure BIPC Stock Holding History

NewEdge Wealth’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
-43,927
Closed -$1.74M – 1237
2026
Q1 		$1.74M Buy
43,927
+5,158
+13% +$237K 0.02% 474
2025
Q4 		$1.76M Buy
38,769
+11,531
+42% +$522K 0.02% 486
2025
Q3 		$1.27M Buy
27,238
+3,875
+17% +$157K 0.02% 507
2025
Q2 		$928K Buy
23,363
+6,513
+39% +$251K 0.01% 550
2025
Q1 		$610K Buy
16,850
+2,540
+18% +$100K 0.01% 589
2024
Q4 		$573K Buy
+14,310
New +$602K 0.01% 611

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

NewEdge Wealth's BIPC Position: Q2 2026 in Review

NewEdge Wealth sold out of Brookfield Infrastructure (BIPC) in Q2 2026, closing a stake of 43,927 shares — an estimated $1.74M sold.

NewEdge Wealth first reported a position in BIPC in Q4 2024 and held it in 6 quarters. The position peaked at $1.76M in Q4 2025. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • NewEdge Wealth reported no remaining Brookfield Infrastructure position as of Q2 2026 after selling out during the quarter.
  • NewEdge Wealth sold 43,927 Brookfield Infrastructure shares in Q2 2026, an estimated $1.74M.
  • NewEdge Wealth first reported a position in Brookfield Infrastructure in Q4 2024 and held it in 6 quarters.
  • NewEdge Wealth's Brookfield Infrastructure position peaked at $1.76M in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.