Cassaday & Co Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Cassaday & Co Wealth Management’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	$1.73K	Buy	+44	New	+$2.02K	﹤0.01%	1083

Other funds holding BIPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cassaday & Co Wealth Management's BIPC Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Brookfield Infrastructure (BIPC) in Q1 2026: 44 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #1083 among its holdings.

377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

Cassaday & Co Wealth Management held 44 shares of Brookfield Infrastructure worth $1.73K as of Q1 2026.
Brookfield Infrastructure was a new Cassaday & Co Wealth Management position in Q1 2026.
Brookfield Infrastructure made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1083 holding.
377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.