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Clearstead Trust’s Brookfield Infrastructure BIPC Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-386
Closed -$15.9K – 1071
2025
Q3 		$15.9K Hold
386
– – ﹤0.01% 490
2025
Q2 		$16.1K Buy
+386
New +$14.9K ﹤0.01% 484

Other funds holding BIPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clearstead Trust's BIPC Position: Q4 2025 in Review

Clearstead Trust sold out of Brookfield Infrastructure (BIPC) in Q4 2025, closing a stake of 386 shares — an estimated $15.9K sold.

Clearstead Trust first reported a position in BIPC in Q2 2025 and held it in 2 quarters. The position peaked at $16.1K in Q2 2025. 375 funds tracked by Wall St. Rank hold BIPC as of Q4 2025.

  • Clearstead Trust reported no remaining Brookfield Infrastructure position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 386 Brookfield Infrastructure shares in Q4 2025, an estimated $15.9K.
  • Clearstead Trust first reported a position in Brookfield Infrastructure in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Brookfield Infrastructure position peaked at $16.1K in Q2 2025.
  • 375 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.