Guardian Partners’s Brookfield Infrastructure BIPC Stock Holding History

Guardian Partners’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	$347K	Buy	+9,017	New	+$364K	0.03%	168
2026 Q1	–	Sell	-8,793	Closed	-$431K	–	193
2025 Q4	$431K	Buy	8,793 +1,419	+19%	+$64.3K	0.03%	161
2025 Q3	$307K	Buy	7,374 +560	+8%	+$22.7K	0.03%	156
2025 Q2	$282K	Sell	6,814 -1	-0%	-$38	0.03%	161
2025 Q1	$239K	Buy	6,815 +716	+12%	+$28.2K	0.02%	157
2024 Q4	$247K	Buy	+6,099	New	+$257K	0.03%	153

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

Guardian Partners's BIPC Position: Q2 2026 in Review

Guardian Partners opened a new position in Brookfield Infrastructure (BIPC) in Q2 2026: 9,017 shares worth $347K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings. This is a return to the name: Guardian Partners previously reported a position in BIPC as recently as Q4 2025.

Guardian Partners first reported a position in BIPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $431K in Q4 2025. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Guardian Partners held 9,017 shares of Brookfield Infrastructure worth $347K as of Q2 2026.
Brookfield Infrastructure was a new Guardian Partners position in Q2 2026.
Brookfield Infrastructure made up 0.03% of Guardian Partners's portfolio in Q2 2026, its #168 holding.
Guardian Partners first reported a position in Brookfield Infrastructure in Q4 2024 and has held it in 6 quarters since.
Guardian Partners's Brookfield Infrastructure position peaked at $431K in Q4 2025.
393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.