Capstone Investment Advisors
BIPC icon

Capstone Investment Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Capstone Investment Advisors’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 		$916K Buy
+23,790
New +$960K ﹤0.01% 986
2026
Q1 		– Sell
-15,142
Closed -$687K – 1599
2025
Q4 		$687K Sell
15,142
-8,935
-37% -$405K ﹤0.01% 1019
2025
Q3 		$990K Buy
24,077
+1,525
+7% +$61.8K ﹤0.01% 1030
2025
Q2 		$938K Buy
+22,552
New +$868K ﹤0.01% 876

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

Capstone Investment Advisors's BIPC Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Brookfield Infrastructure (BIPC) in Q2 2026: 23,790 shares worth $916K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in BIPC as recently as Q4 2025.

Capstone Investment Advisors first reported a position in BIPC in Q2 2025 and has held it in 4 quarters since. The position peaked at $990K in Q3 2025. 394 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Capstone Investment Advisors held 23,790 shares of Brookfield Infrastructure worth $916K as of Q2 2026.
  • Brookfield Infrastructure was a new Capstone Investment Advisors position in Q2 2026.
  • Brookfield Infrastructure made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #986 holding.
  • Capstone Investment Advisors first reported a position in Brookfield Infrastructure in Q2 2025 and has held it in 4 quarters since.
  • Capstone Investment Advisors's Brookfield Infrastructure position peaked at $990K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.