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Burkett Financial Services’s Brookfield Infrastructure BIPC Stock Holding History

Burkett Financial 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
Q3 		$12.2K Hold
342
– – ﹤0.01% 281
2026
Q2 		$13.2K Buy
+342
New +$13.8K ﹤0.01% 166

Other funds holding BIPC

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Burkett Financial Services's BIPC Position: Q3 2026 in Review

Burkett Financial Services held its Brookfield Infrastructure (BIPC) position steady in Q3 2026 at 342 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Burkett Financial Services first reported a position in BIPC in Q2 2026 and has held it in 2 quarters since. The position peaked at $13.2K in Q2 2026. 18 funds tracked by Wall St. Rank hold BIPC as of Q3 2026.

  • Burkett Financial Services held 342 shares of Brookfield Infrastructure worth $12.2K as of Q3 2026.
  • Burkett Financial Services left its Brookfield Infrastructure share count unchanged in Q3 2026.
  • Brookfield Infrastructure made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #281 holding.
  • Burkett Financial Services first reported a position in Brookfield Infrastructure in Q2 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's Brookfield Infrastructure position peaked at $13.2K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.