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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
Q2 		$258K Sell
6,696
-2,050
-23% -$82.7K 0.17% 115
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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Chapman Financial Group's BIPC Position: Q2 2026 in Review

Chapman Financial Group reduced its Brookfield Infrastructure (BIPC) stake by 23% in Q2 2026, selling an estimated $82.7K and leaving 6,696 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #115.

Chapman Financial Group first reported a position in BIPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $406K in Q4 2025. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Chapman Financial Group held 6,696 shares of Brookfield Infrastructure worth $258K as of Q2 2026.
  • Chapman Financial Group sold 2,050 Brookfield Infrastructure shares in Q2 2026, an estimated $82.7K.
  • Brookfield Infrastructure made up 0.17% of Chapman Financial Group's portfolio in Q2 2026, its #115 holding.
  • Chapman Financial Group first reported a position in Brookfield Infrastructure in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Brookfield Infrastructure position peaked at $406K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.