Rialto Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Rialto 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
2026 Q1	$1.46K	Hold	37	–	–	﹤0.01%	989
2025 Q4	$1.68K	Hold	37	–	–	﹤0.01%	804
2025 Q3	$1.52K	Hold	37	–	–	﹤0.01%	753
2025 Q2	$1.54K	Hold	37	–	–	﹤0.01%	682
2025 Q1	$1.34K	Hold	37	–	–	﹤0.01%	617
2024 Q4	$1.48K	Buy	+37	New	+$1.56K	﹤0.01%	487

Other funds holding BIPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rialto Wealth Management's BIPC Position: Q1 2026 in Review

Rialto Wealth Management held its Brookfield Infrastructure (BIPC) position steady in Q1 2026 at 37 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Rialto Wealth Management first reported a position in BIPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68K in Q4 2025. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

Rialto Wealth Management held 37 shares of Brookfield Infrastructure worth $1.46K as of Q1 2026.
Rialto Wealth Management left its Brookfield Infrastructure share count unchanged in Q1 2026.
Brookfield Infrastructure made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #989 holding.
Rialto Wealth Management first reported a position in Brookfield Infrastructure in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Brookfield Infrastructure position peaked at $1.68K in Q4 2025.
377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.