BankPlus Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

BankPlus Wealth 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
2026 Q1	$310K	Sell	7,854 -3,292	-30%	-$151K	0.16%	94
2025 Q4	$506K	Sell	11,146 -262	-2%	-$11.9K	0.28%	67
2025 Q3	$469K	Buy	11,408 +700	+7%	+$28.4K	0.28%	71
2025 Q2	$445K	Buy	10,708 +272	+3%	+$10.5K	0.3%	71
2025 Q1	$378K	Buy	10,436 +495	+5%	+$19.5K	0.28%	77
2024 Q4	$398K	Buy	+9,941	New	+$418K	0.3%	72

Other funds holding BIPC

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

BankPlus Wealth Management's BIPC Position: Q1 2026 in Review

BankPlus Wealth Management reduced its Brookfield Infrastructure (BIPC) stake by 30% in Q1 2026, selling an estimated $151K and leaving 7,854 shares worth $310K. The position accounts for 0.16% of the portfolio, ranked #94.

BankPlus Wealth Management first reported a position in BIPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $506K in Q4 2025. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

BankPlus Wealth Management held 7,854 shares of Brookfield Infrastructure worth $310K as of Q1 2026.
BankPlus Wealth Management sold 3,292 Brookfield Infrastructure shares in Q1 2026, an estimated $151K.
Brookfield Infrastructure made up 0.16% of BankPlus Wealth Management's portfolio in Q1 2026, its #94 holding.
BankPlus Wealth Management first reported a position in Brookfield Infrastructure in Q4 2024 and has held it in 6 quarters since.
BankPlus Wealth Management's Brookfield Infrastructure position peaked at $506K in Q4 2025.
377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on BankPlus Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.