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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

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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. 394 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.
  • 394 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.