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Chapman Financial Group’s Brookfield Infrastructure BIPC Stock Holding History

Chapman Financial 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
Q1 		$346K Sell
8,746
-200
-2% -$9.17K 0.25% 94
2025
Q4 		$406K Buy
8,946
+260
+3% +$11.8K 0.28% 91
2025
Q3 		$357K Buy
8,686
+100
+1% +$4.05K 0.25% 93
2025
Q2 		$357K Buy
+8,586
New +$331K 0.3% 79
2024
Q4 		$371K Buy
+9,261
New +$390K 0.3% 81

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

Chapman Financial Group's BIPC Position: Q1 2026 in Review

Chapman Financial Group reduced its Brookfield Infrastructure (BIPC) stake by 2.2% in Q1 2026, selling an estimated $9.17K and leaving 8,746 shares worth $346K. The position accounts for 0.25% of the portfolio, ranked #94.

Chapman Financial Group first reported a position in BIPC in Q4 2024 and has held it in 5 quarters since. The position peaked at $406K in Q4 2025. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Chapman Financial Group held 8,746 shares of Brookfield Infrastructure worth $346K as of Q1 2026.
  • Chapman Financial Group sold 200 Brookfield Infrastructure shares in Q1 2026, an estimated $9.17K.
  • Brookfield Infrastructure made up 0.25% of Chapman Financial Group's portfolio in Q1 2026, its #94 holding.
  • Chapman Financial Group first reported a position in Brookfield Infrastructure in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Brookfield Infrastructure position peaked at $406K in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.