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Steward Partners Investment Advisory’s Brookfield Infrastructure BIPC Stock Holding History

Steward Partners Investment Advisory’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 		$401K Buy
10,146
+142
+1% +$6.51K ﹤0.01% 1630
2025
Q4 		$454K Buy
10,004
+508
+5% +$23K ﹤0.01% 1478
2025
Q3 		$390K Sell
9,496
-693
-7% -$28.1K ﹤0.01% 1508
2025
Q2 		$424K Sell
10,189
-103
-1% -$3.96K ﹤0.01% 1380
2025
Q1 		$372K Sell
10,292
-303
-3% -$11.9K ﹤0.01% 1346
2024
Q4 		$424K Buy
10,595
+114
+1% +$4.8K ﹤0.01% 1238
2024
Q3 		$455K Buy
10,481
+253
+2% +$9.84K ﹤0.01% 1149
2024
Q2 		$344K Sell
10,228
-9,517
-48% -$317K ﹤0.01% 1225
2024
Q1 		$712K Sell
19,745
-3,162
-14% -$111K 0.01% 912
2023
Q4 		$808K Sell
22,907
-436
-2% -$13.9K 0.01% 801
2023
Q3 		$825K Sell
23,343
-2,258
-9% -$93.3K 0.01% 741
2023
Q2 		$1.17M Sell
25,601
-1,571
-6% -$71.4K 0.02% 642
2023
Q1 		$1.25M Sell
27,172
-727
-3% -$31.7K 0.02% 619
2022
Q4 		$1.09M Buy
27,899
+544
+2% +$23.1K 0.02% 637
2022
Q3 		$1.11M Sell
27,355
-186
-0.7% -$8.56K 0.02% 591
2022
Q2 		$1.17M Sell
27,541
-731
-3% -$34.6K 0.02% 587
2022
Q1 		$1.42M Buy
28,272
+3,417
+14% +$156K 0.02% 582
2021
Q4 		$1.13M Buy
24,855
+276
+1% +$11.4K 0.02% 656
2021
Q3 		$981K Buy
24,579
+2,824
+13% +$124K 0.02% 664
2021
Q2 		$1.09M Sell
21,755
-1,068
-5% -$51.5K 0.02% 633
2021
Q1 		$1.16M Buy
22,823
+492
+2% +$22.2K 0.02% 592
2020
Q4 		$1.08M Sell
22,331
-1,593
-7% -$67.5K 0.02% 539
2020
Q3 		$884K Buy
23,924
+7,620
+47% +$253K 0.02% 517
2020
Q2 		$495K Buy
+16,304
New +$473K 0.01% 630

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

Steward Partners Investment Advisory's BIPC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Brookfield Infrastructure (BIPC) stake by 1.4% in Q1 2026, buying an estimated $6.51K and bringing the position to 10,146 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Steward Partners Investment Advisory first reported a position in BIPC in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.42M in Q1 2022. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Steward Partners Investment Advisory held 10,146 shares of Brookfield Infrastructure worth $401K as of Q1 2026.
  • Steward Partners Investment Advisory bought 142 Brookfield Infrastructure shares in Q1 2026, an estimated $6.51K.
  • Brookfield Infrastructure made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1630 holding.
  • Steward Partners Investment Advisory first reported a position in Brookfield Infrastructure in Q2 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's Brookfield Infrastructure position peaked at $1.42M in Q1 2022.
  • 377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.