Castellan Group’s Brookfield Infrastructure BIPC Stock Holding History

Castellan Group’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	$4.55M	Buy	+118,241	New	+$4.77M	0.5%	16

Other funds holding BIPC

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Ipswich Investment Management Beverly, Massachusetts $474M AUM 35.58% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Castellan Group's BIPC Position: Q2 2026 in Review

Castellan Group opened a new position in Brookfield Infrastructure (BIPC) in Q2 2026: 118,241 shares worth $4.55M. The stake represents 0.5% of the portfolio and ranks #16 among its holdings.

67 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Castellan Group held 118,241 shares of Brookfield Infrastructure worth $4.55M as of Q2 2026.
Brookfield Infrastructure was a new Castellan Group position in Q2 2026.
Brookfield Infrastructure made up 0.5% of Castellan Group's portfolio in Q2 2026, its #16 holding.
67 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Castellan Group's 13F filing for Q2 2026, filed 23 Jul 2026.