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Advocate Investing Services’s Brookfield Infrastructure BIPC Stock Holding History

Advocate Investing Services’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 		$229K Hold
5,938
– – 0.18% 94
2026
Q1 		$235K Hold
5,938
– – 0.2% 88
2025
Q4 		$270K Buy
+5,938
New +$269K 0.24% 77

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Advocate Investing Services's BIPC Position: Q2 2026 in Review

Advocate Investing Services held its Brookfield Infrastructure (BIPC) position steady in Q2 2026 at 5,938 shares worth $229K. The position accounts for 0.18% of the portfolio, ranked #94.

Advocate Investing Services first reported a position in BIPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $270K in Q4 2025. 392 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Advocate Investing Services held 5,938 shares of Brookfield Infrastructure worth $229K as of Q2 2026.
  • Advocate Investing Services left its Brookfield Infrastructure share count unchanged in Q2 2026.
  • Brookfield Infrastructure made up 0.18% of Advocate Investing Services's portfolio in Q2 2026, its #94 holding.
  • Advocate Investing Services first reported a position in Brookfield Infrastructure in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Brookfield Infrastructure position peaked at $270K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.