SWP
BIPC icon

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
Q2 		$77K Hold
2,000
– – ﹤0.01% 447
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 $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 $3.37T AUM 44.26% 1-Year Est. Return

Strategic Wealth Partners's BIPC Position: Q2 2026 in Review

Strategic Wealth Partners held its Brookfield Infrastructure (BIPC) position steady in Q2 2026 at 2,000 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Strategic Wealth Partners first reported a position in BIPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $340K in Q2 2025. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Strategic Wealth Partners held 2,000 shares of Brookfield Infrastructure worth $77K as of Q2 2026.
  • Strategic Wealth Partners left its Brookfield Infrastructure share count unchanged in Q2 2026.
  • Brookfield Infrastructure made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #447 holding.
  • Strategic Wealth Partners first reported a position in Brookfield Infrastructure in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Brookfield Infrastructure position peaked at $340K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.