Sequoia Financial Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Sequoia Financial Advisors’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	$2.98M	Sell	77,350 -1,054	-1%	-$42.5K	0.01%	481
2026 Q1	$3.1M	Buy	78,404 +1,535	+2%	+$70.4K	0.02%	450
2025 Q4	$3.49M	Buy	76,869 +22	+0%	+$996	0.02%	406
2025 Q3	$3.16M	Sell	76,847 -1,165	-1%	-$47.2K	0.02%	404
2025 Q2	$3.25M	Sell	78,012 -915	-1%	-$35.2K	0.02%	364
2025 Q1	$2.86M	Buy	+78,927	New	+$3.11M	0.02%	370
2024 Q4	–	Sell	-96,562	Closed	-$4.19M	–	1362
2024 Q3	$4.19M	Buy	+96,562	New	+$3.75M	0.05%	232
2021 Q1	–	Sell	-28,508	Closed	-$1.37M	–	449
2020 Q4	$1.37M	Sell	28,508 -1,056	-4%	-$44.7K	0.06%	152
2020 Q3	$1.09M	Sell	29,564 -81	-0.3%	-$2.69K	0.06%	159
2020 Q2	$900K	Sell	29,645 -130	-0.4%	-$3.77K	0.05%	162
2020 Q1	$696K	Buy	+29,775	New	+$646K	0.05%	160

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 $3.38T AUM 44.17% 1-Year Est. Return

Sequoia Financial Advisors's BIPC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Brookfield Infrastructure (BIPC) stake by 1.3% in Q2 2026, selling an estimated $42.5K and leaving 77,350 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #481.

Sequoia Financial Advisors first reported a position in BIPC in Q1 2020 and has held it in 11 quarters since. The position peaked at $4.19M in Q3 2024. 394 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Sequoia Financial Advisors held 77,350 shares of Brookfield Infrastructure worth $2.98M as of Q2 2026.
Sequoia Financial Advisors sold 1,054 Brookfield Infrastructure shares in Q2 2026, an estimated $42.5K.
Brookfield Infrastructure made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #481 holding.
Sequoia Financial Advisors first reported a position in Brookfield Infrastructure in Q1 2020 and has held it in 11 quarters since.
Sequoia Financial Advisors's Brookfield Infrastructure position peaked at $4.19M in Q3 2024.
394 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.