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 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

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

Cornerstone Planning Group's BIPC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Brookfield Infrastructure (BIPC) stake by 8.7% in Q2 2026, selling an estimated $1.45K and leaving 378 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Cornerstone Planning Group first reported a position in BIPC in Q4 2022 and has held it in 8 quarters since. The position peaked at $19.2K in Q4 2025. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Cornerstone Planning Group held 378 shares of Brookfield Infrastructure worth $15.4K as of Q2 2026.
Cornerstone Planning Group sold 36 Brookfield Infrastructure shares in Q2 2026, an estimated $1.45K.
Brookfield Infrastructure made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #754 holding.
Cornerstone Planning Group first reported a position in Brookfield Infrastructure in Q4 2022 and has held it in 8 quarters since.
Cornerstone Planning Group's Brookfield Infrastructure position peaked at $19.2K in Q4 2025.
393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.