Financial Perspectives’s Brookfield Infrastructure BIPC Stock Holding History

Financial Perspectives’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	$488K	Buy	12,674 +7	+0.1%	+$282	0.12%	107
2026 Q1	$501K	Buy	12,667 +6	+0%	+$275	0.14%	94
2025 Q4	$575K	Buy	12,661 +6	+0%	+$272	0.15%	84
2025 Q3	$520K	Sell	12,655 -203	-2%	-$8.23K	0.14%	87
2025 Q2	$535K	Buy	12,858 +6	+0%	+$231	0.16%	84
2025 Q1	$465K	Buy	12,852 +6	+0%	+$236	0.16%	85
2024 Q4	$514K	Sell	12,846 -16,521	-56%	-$695K	0.17%	80
2024 Q3	$1.28M	Buy	29,367 +6	+0%	+$233	0.44%	41
2024 Q2	$988K	Buy	29,361 +9	+0%	+$300	0.37%	47
2024 Q1	$1.06M	Sell	29,352 -56	-0.2%	-$1.96K	0.4%	43
2023 Q4	$1.04M	Buy	29,408 +125	+0.4%	+$3.98K	0.42%	42
2023 Q3	$1.03M	Buy	29,283 +1,309	+5%	+$54.1K	0.47%	39
2023 Q2	$1.28M	Buy	27,974 +6	+0%	+$273	0.56%	34
2023 Q1	$1.29M	Buy	27,968 +6	+0%	+$261	0.62%	33
2022 Q4	$1.09M	Buy	27,962 +582	+2%	+$24.7K	0.56%	34
2022 Q3	$1.11M	Buy	27,380 +8,534	+45%	+$393K	0.62%	28
2022 Q2	$801K	Buy	18,846 +238	+1%	+$11.3K	0.45%	37
2022 Q1	$936K	Buy	+18,608	New	+$850K	0.44%	41

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

Financial Perspectives's BIPC Position: Q2 2026 in Review

Financial Perspectives increased its Brookfield Infrastructure (BIPC) stake by 0.06% in Q2 2026, buying an estimated $282 and bringing the position to 12,674 shares worth $488K. The position accounts for 0.12% of the portfolio, ranked #107.

Financial Perspectives first reported a position in BIPC in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.29M in Q1 2023. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Financial Perspectives held 12,674 shares of Brookfield Infrastructure worth $488K as of Q2 2026.
Financial Perspectives bought 7 Brookfield Infrastructure shares in Q2 2026, an estimated $282.
Brookfield Infrastructure made up 0.12% of Financial Perspectives's portfolio in Q2 2026, its #107 holding.
Financial Perspectives first reported a position in Brookfield Infrastructure in Q1 2022 and has held it in 18 quarters since.
Financial Perspectives's Brookfield Infrastructure position peaked at $1.29M in Q1 2023.
393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.