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 Q2	$13.2K	Buy	+342	New	+$13.8K	﹤0.01%	166

Other funds holding BIPC

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Burkett Financial Services's BIPC Position: Q2 2026 in Review

Burkett Financial Services opened a new position in Brookfield Infrastructure (BIPC) in Q2 2026: 342 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #166 among its holdings.

157 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Burkett Financial Services held 342 shares of Brookfield Infrastructure worth $13.2K as of Q2 2026.
Brookfield Infrastructure was a new Burkett Financial Services position in Q2 2026.
Brookfield Infrastructure made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #166 holding.
157 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.