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Callan Family Office’s Brookfield Infrastructure BIPC Stock Holding History

Callan Family Office’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 		$364K Buy
9,465
+535
+6% +$21.6K 0.01% 930
2026
Q1 		$353K Buy
8,930
+429
+5% +$19.7K 0.01% 874
2025
Q4 		$386K Buy
+8,501
New +$385K 0.01% 857
2025
Q3 		– Sell
-7,780
Closed -$324K – 856
2025
Q2 		$324K Buy
+7,780
New +$299K 0.01% 746

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 $3.38T AUM 44.17% 1-Year Est. Return

Callan Family Office's BIPC Position: Q2 2026 in Review

Callan Family Office increased its Brookfield Infrastructure (BIPC) stake by 6% in Q2 2026, buying an estimated $21.6K and bringing the position to 9,465 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #930.

Callan Family Office first reported a position in BIPC in Q2 2025 and has held it in 4 quarters since. The position peaked at $386K in Q4 2025. 394 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Callan Family Office held 9,465 shares of Brookfield Infrastructure worth $364K as of Q2 2026.
  • Callan Family Office bought 535 Brookfield Infrastructure shares in Q2 2026, an estimated $21.6K.
  • Brookfield Infrastructure made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #930 holding.
  • Callan Family Office first reported a position in Brookfield Infrastructure in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Brookfield Infrastructure position peaked at $386K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.