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 Q2	$316K	Buy	8,201 +347	+4%	+$14K	0.14%	95
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 $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BankPlus Wealth Management's BIPC Position: Q2 2026 in Review

BankPlus Wealth Management increased its Brookfield Infrastructure (BIPC) stake by 4.4% in Q2 2026, buying an estimated $14K and bringing the position to 8,201 shares worth $316K. The position accounts for 0.14% of the portfolio, ranked #95.

BankPlus Wealth Management first reported a position in BIPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $506K in Q4 2025. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

BankPlus Wealth Management held 8,201 shares of Brookfield Infrastructure worth $316K as of Q2 2026.
BankPlus Wealth Management bought 347 Brookfield Infrastructure shares in Q2 2026, an estimated $14K.
Brookfield Infrastructure made up 0.14% of BankPlus Wealth Management's portfolio in Q2 2026, its #95 holding.
BankPlus Wealth Management first reported a position in Brookfield Infrastructure in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Brookfield Infrastructure position peaked at $506K in Q4 2025.
393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.