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Strategic Wealth Partners’s Brookfield Infrastructure BIPC Stock Holding History

Strategic Wealth Partners’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 		$79K Hold
2,000
– – 0.01% 430
2025
Q4 		$90.8K Sell
2,000
-6,221
-76% -$282K 0.01% 419
2025
Q3 		$338K Buy
8,221
+53
+0.6% +$2.15K 0.03% 269
2025
Q2 		$340K Buy
+8,168
New +$314K 0.03% 258

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

Strategic Wealth Partners's BIPC Position: Q1 2026 in Review

Strategic Wealth Partners held its Brookfield Infrastructure (BIPC) position steady in Q1 2026 at 2,000 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #430.

Strategic Wealth Partners first reported a position in BIPC in Q2 2025 and has held it in 4 quarters since. The position peaked at $340K in Q2 2025. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Strategic Wealth Partners held 2,000 shares of Brookfield Infrastructure worth $79K as of Q1 2026.
  • Strategic Wealth Partners left its Brookfield Infrastructure share count unchanged in Q1 2026.
  • Brookfield Infrastructure made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #430 holding.
  • Strategic Wealth Partners first reported a position in Brookfield Infrastructure in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Brookfield Infrastructure position peaked at $340K in Q2 2025.
  • 377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.