SVB Wealth’s Brookfield Infrastructure BIPC Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-231	Closed	-$8.36K	–	646
2025 Q1	$8.36K	Buy	+231	New	+$9.09K	﹤0.01%	929

Other funds holding BIPC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SVB Wealth's BIPC Position: Q2 2025 in Review

SVB Wealth sold out of Brookfield Infrastructure (BIPC) in Q2 2025, closing a stake of 231 shares — an estimated $8.36K sold.

SVB Wealth first reported a position in BIPC in Q1 2025 and held it in 1 quarter. The position peaked at $8.36K in Q1 2025. 362 funds tracked by Wall St. Rank hold BIPC as of Q2 2025.

SVB Wealth reported no remaining Brookfield Infrastructure position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 231 Brookfield Infrastructure shares in Q2 2025, an estimated $8.36K.
SVB Wealth first reported a position in Brookfield Infrastructure in Q1 2025 and held it in 1 quarter.
SVB Wealth's Brookfield Infrastructure position peaked at $8.36K in Q1 2025.
362 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.