RFP
BIPC icon

Root Financial Partners’s Brookfield Infrastructure BIPC Stock Holding History

Root Financial 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
-284
Closed -$12.9K – 3476
2025
Q4 		$12.9K Sell
284
-20
-7% -$906 ﹤0.01% 1388
2025
Q3 		$12.5K Buy
+304
New +$12.3K ﹤0.01% 1355

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

Root Financial Partners's BIPC Position: Q1 2026 in Review

Root Financial Partners sold out of Brookfield Infrastructure (BIPC) in Q1 2026, closing a stake of 284 shares — an estimated $12.9K sold.

Root Financial Partners first reported a position in BIPC in Q3 2025 and held it in 2 quarters. The position peaked at $12.9K in Q4 2025. 378 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Root Financial Partners reported no remaining Brookfield Infrastructure position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 284 Brookfield Infrastructure shares in Q1 2026, an estimated $12.9K.
  • Root Financial Partners first reported a position in Brookfield Infrastructure in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Brookfield Infrastructure position peaked at $12.9K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.