Third View Private Wealth’s Brookfield Infrastructure BIPC Stock Holding History

Third View Private 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
2026 Q3	$597K	Sell	16,761 -16,483	-50%	-$639K	0.07%	157
2026 Q2	$1.28M	Sell	33,244 -9,104	-21%	-$367K	0.16%	111
2026 Q1	$1.67M	Buy	42,348 +2,681	+7%	+$123K	0.23%	92
2025 Q4	$1.8M	Buy	+39,667	New	+$1.8M	0.24%	90

Other funds holding BIPC

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Third View Private Wealth's BIPC Position: Q3 2026 in Review

Third View Private Wealth reduced its Brookfield Infrastructure (BIPC) stake by 50% in Q3 2026, selling an estimated $639K and leaving 16,761 shares worth $597K. The position accounts for 0.07% of the portfolio, ranked #157.

Third View Private Wealth first reported a position in BIPC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.8M in Q4 2025. 164 funds tracked by Wall St. Rank hold BIPC as of Q3 2026.

Third View Private Wealth held 16,761 shares of Brookfield Infrastructure worth $597K as of Q3 2026.
Third View Private Wealth sold 16,483 Brookfield Infrastructure shares in Q3 2026, an estimated $639K.
Brookfield Infrastructure made up 0.07% of Third View Private Wealth's portfolio in Q3 2026, its #157 holding.
Third View Private Wealth first reported a position in Brookfield Infrastructure in Q4 2025 and has held it in 4 quarters since.
Third View Private Wealth's Brookfield Infrastructure position peaked at $1.8M in Q4 2025.
164 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.