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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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 $570B 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

Callan Family Office's BIPC Position: Q1 2026 in Review

Callan Family Office increased its Brookfield Infrastructure (BIPC) stake by 5% in Q1 2026, buying an estimated $19.7K and bringing the position to 8,930 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #874.

Callan Family Office first reported a position in BIPC in Q2 2025 and has held it in 3 quarters since. The position peaked at $386K in Q4 2025. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Callan Family Office held 8,930 shares of Brookfield Infrastructure worth $353K as of Q1 2026.
  • Callan Family Office bought 429 Brookfield Infrastructure shares in Q1 2026, an estimated $19.7K.
  • Brookfield Infrastructure made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #874 holding.
  • Callan Family Office first reported a position in Brookfield Infrastructure in Q2 2025 and has held it in 3 quarters since.
  • Callan Family Office's Brookfield Infrastructure position peaked at $386K in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.