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

Private Wealth Management Group’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	$1.12K	Hold	29	–	–	﹤0.01%	1282
2026 Q1	$1.15K	Sell	29 -1	-3%	-$46	﹤0.01%	1221
2025 Q4	$1.36K	Hold	30	–	–	﹤0.01%	1190
2025 Q3	$1.23K	Hold	30	–	–	﹤0.01%	1232
2025 Q2	$1.25K	Hold	30	–	–	﹤0.01%	1208
2025 Q1	$1.09K	Buy	+30	New	+$1.18K	﹤0.01%	1241
2024 Q2	–	Sell	-111	Closed	-$4K	–	1514
2024 Q1	$4K	Sell	111 -64	-37%	-$2.24K	﹤0.01%	699
2023 Q4	$6.17K	Buy	+175	New	+$5.57K	﹤0.01%	560

Other funds holding BIPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Private Wealth Management Group held its Brookfield Infrastructure (BIPC) position steady in Q2 2026 at 29 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Private Wealth Management Group first reported a position in BIPC in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.17K in Q4 2023. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Private Wealth Management Group held 29 shares of Brookfield Infrastructure worth $1.12K as of Q2 2026.
Private Wealth Management Group left its Brookfield Infrastructure share count unchanged in Q2 2026.
Brookfield Infrastructure made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1282 holding.
Private Wealth Management Group first reported a position in Brookfield Infrastructure in Q4 2023 and has held it in 8 quarters since.
Private Wealth Management Group's Brookfield Infrastructure position peaked at $6.17K in Q4 2023.
393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.