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PFG Private Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

PFG Private 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
2025
Q1 		– Sell
-11
Closed -$440 – 268
2024
Q4 		$440 Hold
11
– – ﹤0.01% 215
2024
Q3 		$478 Hold
11
– – ﹤0.01% 216
2024
Q2 		$370 Hold
11
– – ﹤0.01% 222
2024
Q1 		$396 Hold
11
– – ﹤0.01% 206
2023
Q4 		$388 Buy
+11
New +$350 ﹤0.01% 216

Other funds holding BIPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Private Wealth Management's BIPC Position: Q1 2025 in Review

PFG Private Wealth Management sold out of Brookfield Infrastructure (BIPC) in Q1 2025, closing a stake of 11 shares — an estimated $440 sold.

PFG Private Wealth Management first reported a position in BIPC in Q4 2023 and held it in 5 quarters. The position peaked at $478 in Q3 2024. 345 funds tracked by Wall St. Rank hold BIPC as of Q1 2025.

  • PFG Private Wealth Management reported no remaining Brookfield Infrastructure position as of Q1 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 11 Brookfield Infrastructure shares in Q1 2025, an estimated $440.
  • PFG Private Wealth Management first reported a position in Brookfield Infrastructure in Q4 2023 and held it in 5 quarters.
  • PFG Private Wealth Management's Brookfield Infrastructure position peaked at $478 in Q3 2024.
  • 345 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2025.

Based on PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.