Capstone Investment Advisors
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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
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 $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

Capstone Investment Advisors's BIPC Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Brookfield Infrastructure (BIPC) in Q1 2026, closing a stake of 15,142 shares — an estimated $687K sold.

Capstone Investment Advisors first reported a position in BIPC in Q2 2025 and held it in 3 quarters. The position peaked at $990K in Q3 2025. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Brookfield Infrastructure position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 15,142 Brookfield Infrastructure shares in Q1 2026, an estimated $687K.
  • Capstone Investment Advisors first reported a position in Brookfield Infrastructure in Q2 2025 and held it in 3 quarters.
  • Capstone Investment Advisors's Brookfield Infrastructure position peaked at $990K in Q3 2025.
  • 377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.