Cornerstone Planning Group
BIPC icon

Cornerstone Planning Group’s Brookfield Infrastructure BIPC Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-378
Closed -$15.4K – 344
2026
Q2 		$15.4K Sell
378
-36
-9% -$1.45K ﹤0.01% 754
2026
Q1 		$15.7K Hold
414
– – ﹤0.01% 749
2025
Q4 		$19.2K Hold
414
– – ﹤0.01% 597
2025
Q3 		$18K Buy
+414
New +$16.8K ﹤0.01% 612
2025
Q2 		– Sell
-151
Closed -$5.42K – 1546
2025
Q1 		$5.42K Buy
+151
New +$5.94K ﹤0.01% 709
2023
Q4 		– Sell
-3
Closed -$106 – 971
2023
Q3 		$106 Hold
3
– – ﹤0.01% 1094
2023
Q2 		$137 Buy
+3
New +$136 ﹤0.01% 1532
2022
Q4 		$130 Buy
+3
New +$127 ﹤0.01% 1526

Other funds holding BIPC

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Castellan Group
Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return
Ipswich Investment Management
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Cornerstone Planning Group's BIPC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Brookfield Infrastructure (BIPC) in Q3 2026, closing a stake of 378 shares — an estimated $15.4K sold.

Cornerstone Planning Group first reported a position in BIPC in Q4 2022 and held it in 8 quarters. The position peaked at $19.2K in Q4 2025. 75 funds tracked by Wall St. Rank hold BIPC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Brookfield Infrastructure position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 378 Brookfield Infrastructure shares in Q3 2026, an estimated $15.4K.
  • Cornerstone Planning Group first reported a position in Brookfield Infrastructure in Q4 2022 and held it in 8 quarters.
  • Cornerstone Planning Group's Brookfield Infrastructure position peaked at $19.2K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.