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Caldwell Sutter Capital’s Brookfield Infrastructure BIPC Stock Holding History

Caldwell Sutter Capital’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 		$85.1K Buy
2,153
+56
+3% +$2.57K 0.03% 318
2025
Q4 		$95.2K Sell
2,097
-60
-3% -$2.72K 0.04% 284
2025
Q3 		$88.7K Buy
2,157
+21
+1% +$851 0.04% 298
2025
Q2 		$88.9K Buy
2,136
+104
+5% +$4K 0.04% 295
2025
Q1 		$73.5K Buy
2,032
+26
+1% +$1.02K 0.04% 309
2024
Q4 		$80.3K Sell
2,006
-42
-2% -$1.77K 0.04% 298
2024
Q3 		$88.9K Buy
2,048
+38
+2% +$1.48K 0.04% 293
2024
Q2 		$67.7K Buy
2,010
+500
+33% +$16.6K 0.03% 317
2024
Q1 		$54.4K Buy
1,510
+238
+19% +$8.33K 0.03% 339
2023
Q4 		$44.9K Buy
1,272
+173
+16% +$5.51K 0.02% 348
2023
Q3 		$38.8K Buy
1,099
+203
+23% +$8.38K 0.02% 351
2023
Q2 		$40.8K Buy
896
+418
+87% +$19K 0.02% 351
2023
Q1 		$22K Buy
+478
New +$20.8K 0.02% 327

Other funds holding BIPC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return