CSC
BIPC icon

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
Q2 		$87.4K Buy
2,269
+116
+5% +$4.68K 0.03% 320
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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Caldwell Sutter Capital's BIPC Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Brookfield Infrastructure (BIPC) stake by 5.4% in Q2 2026, buying an estimated $4.68K and bringing the position to 2,269 shares worth $87.4K. The position accounts for 0.03% of the portfolio, ranked #320.

Caldwell Sutter Capital first reported a position in BIPC in Q1 2023 and has held it in 14 quarters since. The position peaked at $95.2K in Q4 2025. 394 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Caldwell Sutter Capital held 2,269 shares of Brookfield Infrastructure worth $87.4K as of Q2 2026.
  • Caldwell Sutter Capital bought 116 Brookfield Infrastructure shares in Q2 2026, an estimated $4.68K.
  • Brookfield Infrastructure made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #320 holding.
  • Caldwell Sutter Capital first reported a position in Brookfield Infrastructure in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Brookfield Infrastructure position peaked at $95.2K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.