Evermay Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Evermay Wealth Management’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	$9.59K	Hold	249	–	–	﹤0.01%	511
2026 Q1	$9.84K	Hold	249	–	–	﹤0.01%	463
2025 Q4	$11.3K	Hold	249	–	–	﹤0.01%	435
2025 Q3	$10.2K	Hold	249	–	–	﹤0.01%	443
2025 Q2	$10.4K	Hold	249	–	–	﹤0.01%	442
2025 Q1	$9.01K	Hold	249	–	–	﹤0.01%	452
2024 Q4	$9.96K	Hold	249	–	–	﹤0.01%	446
2024 Q3	$10.8K	Hold	249	–	–	﹤0.01%	452
2024 Q2	$8.38K	Hold	249	–	–	﹤0.01%	469
2024 Q1	$8.97K	Buy	+249	New	+$8.71K	﹤0.01%	481
2022 Q4	–	Sell	-1,516	Closed	-$62K	–	571
2022 Q3	$62K	Hold	1,516	–	–	0.01%	264
2022 Q2	$64K	Buy	1,516 +1,375	+975%	+$65K	0.01%	256
2022 Q1	$7K	Hold	141	–	–	﹤0.01%	440
2021 Q4	$6K	Hold	141	–	–	﹤0.01%	434
2021 Q3	$6K	Hold	141	–	–	﹤0.01%	404
2021 Q2	$7K	Buy	+141	New	+$6.8K	﹤0.01%	425

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

Evermay Wealth Management's BIPC Position: Q2 2026 in Review

Evermay Wealth Management held its Brookfield Infrastructure (BIPC) position steady in Q2 2026 at 249 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Evermay Wealth Management first reported a position in BIPC in Q2 2021 and has held it in 16 quarters since. The position peaked at $64K in Q2 2022. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Evermay Wealth Management held 249 shares of Brookfield Infrastructure worth $9.59K as of Q2 2026.
Evermay Wealth Management left its Brookfield Infrastructure share count unchanged in Q2 2026.
Brookfield Infrastructure made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #511 holding.
Evermay Wealth Management first reported a position in Brookfield Infrastructure in Q2 2021 and has held it in 16 quarters since.
Evermay Wealth Management's Brookfield Infrastructure position peaked at $64K in Q2 2022.
393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.