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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Guardian Partners's BIPC Position: Q1 2026 in Review

Guardian Partners sold out of Brookfield Infrastructure (BIPC) in Q1 2026, closing a stake of 8,793 shares — an estimated $431K sold.

Guardian Partners first reported a position in BIPC in Q4 2024 and held it in 5 quarters. The position peaked at $431K in Q4 2025. 378 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

Guardian Partners reported no remaining Brookfield Infrastructure position as of Q1 2026 after selling out during the quarter.
Guardian Partners sold 8,793 Brookfield Infrastructure shares in Q1 2026, an estimated $431K.
Guardian Partners first reported a position in Brookfield Infrastructure in Q4 2024 and held it in 5 quarters.
Guardian Partners's Brookfield Infrastructure position peaked at $431K in Q4 2025.
378 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.