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Crestwood Advisors Group’s Brookfield Infrastructure BIPC Stock Holding History

Crestwood Advisors 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 		– Sell
-8,275
Closed -$327K – 884
2026
Q1 		$327K Sell
8,275
-320
-4% -$14.7K 0.01% 545
2025
Q4 		$390K Buy
8,595
+170
+2% +$7.7K 0.01% 443
2025
Q3 		$346K Sell
8,425
-125
-1% -$5.07K 0.01% 437
2025
Q2 		$356K Sell
8,550
-215
-2% -$8.28K 0.01% 405
2025
Q1 		$317K Sell
8,765
-589
-6% -$23.2K 0.01% 416
2024
Q4 		$374K Hold
9,354
– – 0.01% 348
2024
Q3 		$406K Sell
9,354
-1,650
-15% -$64.2K 0.01% 326
2024
Q2 		$370K Sell
11,004
-1,250
-10% -$41.6K 0.01% 321
2024
Q1 		$442K Sell
12,254
-300
-2% -$10.5K 0.01% 297
2023
Q4 		$443K Sell
12,554
-1,241
-9% -$39.5K 0.01% 270
2023
Q3 		$488K Buy
+13,795
New +$570K 0.01% 246

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

Crestwood Advisors Group's BIPC Position: Q2 2026 in Review

Crestwood Advisors Group sold out of Brookfield Infrastructure (BIPC) in Q2 2026, closing a stake of 8,275 shares — an estimated $327K sold.

Crestwood Advisors Group first reported a position in BIPC in Q3 2023 and held it in 11 quarters. The position peaked at $488K in Q3 2023. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Crestwood Advisors Group reported no remaining Brookfield Infrastructure position as of Q2 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 8,275 Brookfield Infrastructure shares in Q2 2026, an estimated $327K.
  • Crestwood Advisors Group first reported a position in Brookfield Infrastructure in Q3 2023 and held it in 11 quarters.
  • Crestwood Advisors Group's Brookfield Infrastructure position peaked at $488K in Q3 2023.
  • 393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.