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SageView Advisory Group’s Brookfield Infrastructure BIPC Stock Holding History

SageView Advisory 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
Q1 		– Sell
-41
Closed -$1.86K – 795
2025
Q4 		$1.86K Buy
+41
New +$1.86K ﹤0.01% 2250

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SageView Advisory Group's BIPC Position: Q1 2026 in Review

SageView Advisory Group sold out of Brookfield Infrastructure (BIPC) in Q1 2026, closing a stake of 41 shares — an estimated $1.86K sold.

SageView Advisory Group first reported a position in BIPC in Q4 2025 and held it in 1 quarter. The position peaked at $1.86K in Q4 2025. 381 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • SageView Advisory Group reported no remaining Brookfield Infrastructure position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 41 Brookfield Infrastructure shares in Q1 2026, an estimated $1.86K.
  • SageView Advisory Group first reported a position in Brookfield Infrastructure in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Brookfield Infrastructure position peaked at $1.86K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.