Anchor Investment Management’s Brookfield Infrastructure BIPC Stock Holding History

Anchor Investment Management’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 Q4	–	Sell	-249	Closed	-$10.2K	–	1052
2025 Q3	$10.2K	Hold	249	–	–	﹤0.01%	809
2025 Q2	$10.4K	Hold	249	–	–	﹤0.01%	793
2025 Q1	$9.01K	Hold	249	–	–	﹤0.01%	809
2024 Q4	$9.96K	Hold	249	–	–	﹤0.01%	794
2024 Q3	$10.8K	Hold	249	–	–	﹤0.01%	770
2024 Q2	$8.38K	Hold	249	–	–	﹤0.01%	777
2024 Q1	$8.97K	Hold	249	–	–	﹤0.01%	799
2023 Q4	$8.79K	Hold	249	–	–	﹤0.01%	765
2023 Q3	$8.8K	Hold	249	–	–	﹤0.01%	764
2023 Q2	$11.3K	Hold	249	–	–	﹤0.01%	718
2023 Q1	$11.5K	Hold	249	–	–	﹤0.01%	719
2022 Q4	$9.69K	Hold	249	–	–	﹤0.01%	724
2022 Q3	$10.1K	Hold	249	–	–	﹤0.01%	712
2022 Q2	$10.6K	Hold	249	–	–	﹤0.01%	725
2022 Q1	$12.5K	Hold	249	–	–	﹤0.01%	724
2021 Q4	$11.3K	Hold	249	–	–	﹤0.01%	773
2021 Q3	$9.94K	Hold	249	–	–	﹤0.01%	721
2021 Q2	$12.5K	Hold	249	–	–	﹤0.01%	702
2021 Q1	$12.7K	Hold	249	–	–	﹤0.01%	675
2020 Q4	$12K	Hold	249	–	–	﹤0.01%	654
2020 Q3	$9.2K	Sell	249 -273	-52%	-$9.08K	﹤0.01%	671
2020 Q2	$15.8K	Sell	522 -33	-6%	-$958	﹤0.01%	580
2020 Q1	$13K	Buy	+555	New	+$12K	﹤0.01%	600

Other funds holding BIPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 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 $204B AUM 27.99% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Anchor Investment Management's BIPC Position: Q4 2025 in Review

Anchor Investment Management sold out of Brookfield Infrastructure (BIPC) in Q4 2025, closing a stake of 249 shares — an estimated $10.2K sold.

Anchor Investment Management first reported a position in BIPC in Q1 2020 and held it in 23 quarters. The position peaked at $15.8K in Q2 2020. 374 funds tracked by Wall St. Rank hold BIPC as of Q4 2025.

Anchor Investment Management reported no remaining Brookfield Infrastructure position as of Q4 2025 after selling out during the quarter.
Anchor Investment Management sold 249 Brookfield Infrastructure shares in Q4 2025, an estimated $10.2K.
Anchor Investment Management first reported a position in Brookfield Infrastructure in Q1 2020 and held it in 23 quarters.
Anchor Investment Management's Brookfield Infrastructure position peaked at $15.8K in Q2 2020.
374 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2025.

Based on Anchor Investment Management's 13F filing for Q4 2025, filed 26 Feb 2026.