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

Private Wealth Asset 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 		$13.4K Hold
349
– – ﹤0.01% 660
2026
Q1 		$13.8K Buy
+349
New +$16K ﹤0.01% 635

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

Private Wealth Asset Management's BIPC Position: Q2 2026 in Review

Private Wealth Asset Management held its Brookfield Infrastructure (BIPC) position steady in Q2 2026 at 349 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Private Wealth Asset Management first reported a position in BIPC in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.8K in Q1 2026. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Private Wealth Asset Management held 349 shares of Brookfield Infrastructure worth $13.4K as of Q2 2026.
  • Private Wealth Asset Management left its Brookfield Infrastructure share count unchanged in Q2 2026.
  • Brookfield Infrastructure made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #660 holding.
  • Private Wealth Asset Management first reported a position in Brookfield Infrastructure in Q1 2026 and has held it in 2 quarters since.
  • Private Wealth Asset Management's Brookfield Infrastructure position peaked at $13.8K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.