CX Institutional’s Brookfield Infrastructure BIPC Stock Holding History

CX Institutional’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 Q1	–	Sell	-24	Closed	-$1K	–	1558
2025 Q4	$1K	Buy	+24	New	+$1.09K	﹤0.01%	1423

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CX Institutional's BIPC Position: Q1 2026 in Review

CX Institutional sold out of Brookfield Infrastructure (BIPC) in Q1 2026, closing a stake of 24 shares — an estimated $1K sold.

CX Institutional first reported a position in BIPC in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 381 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

CX Institutional reported no remaining Brookfield Infrastructure position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 24 Brookfield Infrastructure shares in Q1 2026, an estimated $1K.
CX Institutional first reported a position in Brookfield Infrastructure in Q4 2025 and held it in 1 quarter.
CX Institutional's Brookfield Infrastructure position peaked at $1K in Q4 2025.
381 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.