PWP
BIPC icon

Principle Wealth Partners’s Brookfield Infrastructure BIPC Stock Holding History

Principle Wealth Partners’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
Q1 		– Sell
-4,699
Closed -$213K – 383
2025
Q4 		$213K Buy
+4,699
New +$213K 0.01% 355
2024
Q4 		– Sell
-4,837
Closed -$210K – 339
2024
Q3 		$210K Buy
+4,837
New +$188K 0.01% 325
2020
Q3 		– Sell
-228
Closed -$7K – 179
2020
Q2 		$7K Buy
+228
New +$6.62K ﹤0.01% 417

Other funds holding BIPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principle Wealth Partners's BIPC Position: Q1 2026 in Review

Principle Wealth Partners sold out of Brookfield Infrastructure (BIPC) in Q1 2026, closing a stake of 4,699 shares — an estimated $213K sold.

Principle Wealth Partners first reported a position in BIPC in Q2 2020 and held it in 3 quarters. The position peaked at $213K in Q4 2025. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Principle Wealth Partners reported no remaining Brookfield Infrastructure position as of Q1 2026 after selling out during the quarter.
  • Principle Wealth Partners sold 4,699 Brookfield Infrastructure shares in Q1 2026, an estimated $213K.
  • Principle Wealth Partners first reported a position in Brookfield Infrastructure in Q2 2020 and held it in 3 quarters.
  • Principle Wealth Partners's Brookfield Infrastructure position peaked at $213K in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.