True Wealth Design’s Brookfield Infrastructure BIPC Stock Holding History

True Wealth Design’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	$3.06K	Buy	86 +32	+59%	+$1.24K	﹤0.01%	1526
2026 Q2	$2.08K	Sell	54 -74	-58%	-$2.98K	﹤0.01%	1675
2026 Q1	$5.06K	Buy	128 +82	+178%	+$3.76K	﹤0.01%	1203
2025 Q4	$2.09K	Buy	46 +30	+188%	+$1.36K	﹤0.01%	1432
2025 Q3	$658	Hold	16	–	–	﹤0.01%	1912
2025 Q2	$666	Hold	16	–	–	﹤0.01%	1627
2025 Q1	$580	Buy	+16	New	+$630	﹤0.01%	1488
2024 Q2	–	Sell	-3	Closed	-$109	–	785
2024 Q1	$109	Buy	3 +1	+50%	+$35	﹤0.01%	768
2023 Q4	$71	Hold	2	–	–	﹤0.01%	754
2023 Q3	$71	Hold	2	–	–	﹤0.01%	735
2023 Q2	$92	Hold	2	–	–	﹤0.01%	725
2023 Q1	$93	Hold	2	–	–	﹤0.01%	795
2022 Q4	$78	Buy	+2	New	+$85	﹤0.01%	753

Other funds holding BIPC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IIM

Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

True Wealth Design's BIPC Position: Q3 2026 in Review

True Wealth Design increased its Brookfield Infrastructure (BIPC) stake by 59% in Q3 2026, buying an estimated $1.24K and bringing the position to 86 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

True Wealth Design first reported a position in BIPC in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.06K in Q1 2026. 45 funds tracked by Wall St. Rank hold BIPC as of Q3 2026.

True Wealth Design held 86 shares of Brookfield Infrastructure worth $3.06K as of Q3 2026.
True Wealth Design bought 32 Brookfield Infrastructure shares in Q3 2026, an estimated $1.24K.
Brookfield Infrastructure made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1526 holding.
True Wealth Design first reported a position in Brookfield Infrastructure in Q4 2022 and has held it in 13 quarters since.
True Wealth Design's Brookfield Infrastructure position peaked at $5.06K in Q1 2026.
45 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.