SWIM
BIPC icon

Smallwood Wealth Investment Management’s Brookfield Infrastructure BIPC Stock Holding History

Smallwood Wealth Investment 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
Q2 		$248 Hold
6
– – ﹤0.01% 480
2026
Q1 		$254 Hold
6
– – ﹤0.01% 475
2025
Q4 		$292 Hold
6
– – ﹤0.01% 462
2025
Q3 		$265 Hold
6
– – ﹤0.01% 471
2025
Q2 		$268 Hold
6
– – ﹤0.01% 520
2025
Q1 		$233 Buy
+6
New +$236 ﹤0.01% 462

Other funds holding BIPC

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $474M AUM 35.58% 1-Year Est. Return

Smallwood Wealth Investment Management's BIPC Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Brookfield Infrastructure (BIPC) position steady in Q2 2026 at 6 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Smallwood Wealth Investment Management first reported a position in BIPC in Q1 2025 and has held it in 6 quarters since. The position peaked at $292 in Q4 2025. 87 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Smallwood Wealth Investment Management held 6 shares of Brookfield Infrastructure worth $248 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Brookfield Infrastructure share count unchanged in Q2 2026.
  • Brookfield Infrastructure made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #480 holding.
  • Smallwood Wealth Investment Management first reported a position in Brookfield Infrastructure in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Brookfield Infrastructure position peaked at $292 in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.