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Carmel Capital Partners’s Brookfield Infrastructure BIPC Stock Holding History

Carmel Capital Partners’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
2025
Q3 		– Sell
-11,915
Closed -$496K – 112
2025
Q2 		$496K Sell
11,915
-20,577
-63% -$792K 0.17% 89
2025
Q1 		$1.18M Sell
32,492
-515
-2% -$20.3K 0.46% 52
2024
Q4 		$1.32M Buy
33,007
+1,641
+5% +$69.1K 0.53% 45
2024
Q3 		$1.36M Sell
31,366
-614
-2% -$23.9K 0.53% 37
2024
Q2 		$1.08M Buy
31,980
+2,710
+9% +$90.2K 0.45% 45
2024
Q1 		$1.05M Buy
29,270
+1,022
+4% +$35.8K 0.44% 47
2023
Q4 		$997K Sell
28,248
-7,458
-21% -$237K 0.51% 44
2023
Q3 		$1.26M Sell
35,706
-2,804
-7% -$116K 0.57% 34
2023
Q2 		$1.76M Buy
38,510
+3,812
+11% +$173K 0.9% 15
2023
Q1 		$1.6M Buy
34,698
+1,156
+3% +$50.4K 0.95% 12
2022
Q4 		$1.3M Buy
33,542
+3,393
+11% +$144K 0.9% 17
2022
Q3 		$1.23M Buy
30,149
+5,905
+24% +$272K 1.19% 12
2022
Q2 		$1.03M Buy
24,244
+3,542
+17% +$167K 0.96% 23
2022
Q1 		$1.04M Buy
20,702
+2,159
+12% +$98.7K 0.87% 34
2021
Q4 		$844K Buy
+18,543
New +$768K 0.63% 45

Other funds holding BIPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Carmel Capital Partners's BIPC Position: Q3 2025 in Review

Carmel Capital Partners sold out of Brookfield Infrastructure (BIPC) in Q3 2025, closing a stake of 11,915 shares — an estimated $496K sold.

Carmel Capital Partners first reported a position in BIPC in Q4 2021 and held it in 15 quarters. The position peaked at $1.76M in Q2 2023. 350 funds tracked by Wall St. Rank hold BIPC as of Q3 2025.

  • Carmel Capital Partners reported no remaining Brookfield Infrastructure position as of Q3 2025 after selling out during the quarter.
  • Carmel Capital Partners sold 11,915 Brookfield Infrastructure shares in Q3 2025, an estimated $496K.
  • Carmel Capital Partners first reported a position in Brookfield Infrastructure in Q4 2021 and held it in 15 quarters.
  • Carmel Capital Partners's Brookfield Infrastructure position peaked at $1.76M in Q2 2023.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.