Comprehensive Money Management Services’s Brookfield Infrastructure BIPC Stock Holding History

Comprehensive Money Management Services’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	$1.27M	Buy	33,083 +692	+2%	+$27.9K	0.8%	38
2026 Q1	$1.28M	Buy	32,391 +1,006	+3%	+$46.1K	0.84%	34
2025 Q4	$1.42M	Buy	31,385 +97	+0.3%	+$4.39K	0.98%	26
2025 Q3	$1.29M	Buy	31,288 +645	+2%	+$26.1K	0.91%	32
2025 Q2	$1.27M	Buy	30,643 +812	+3%	+$31.3K	0.97%	25
2025 Q1	$1.08M	Buy	29,831 +2,605	+10%	+$103K	0.87%	32
2024 Q4	$1.09M	Buy	+27,226	New	+$1.15M	0.9%	31

Other funds holding BIPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Comprehensive Money Management Services's BIPC Position: Q2 2026 in Review

Comprehensive Money Management Services increased its Brookfield Infrastructure (BIPC) stake by 2.1% in Q2 2026, buying an estimated $27.9K and bringing the position to 33,083 shares worth $1.27M. The position accounts for 0.8% of the portfolio, ranked #38.

Comprehensive Money Management Services first reported a position in BIPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q4 2025. 394 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Comprehensive Money Management Services held 33,083 shares of Brookfield Infrastructure worth $1.27M as of Q2 2026.
Comprehensive Money Management Services bought 692 Brookfield Infrastructure shares in Q2 2026, an estimated $27.9K.
Brookfield Infrastructure made up 0.8% of Comprehensive Money Management Services's portfolio in Q2 2026, its #38 holding.
Comprehensive Money Management Services first reported a position in Brookfield Infrastructure in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's Brookfield Infrastructure position peaked at $1.42M in Q4 2025.
394 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.