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Herold Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Herold Advisors’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 		$345K Buy
8,768
+252
+3% +$11.6K 0.08% 206
2025
Q4 		$387K Sell
8,516
-847
-9% -$38.4K 0.09% 185
2025
Q3 		$385K Sell
9,363
-530
-5% -$21.5K 0.09% 179
2025
Q2 		$412K Sell
9,893
-704
-7% -$27.1K 0.09% 203
2025
Q1 		$383K Sell
10,597
-726
-6% -$28.6K 0.08% 197
2024
Q4 		$453K Hold
11,323
– – 0.1% 192
2024
Q3 		$492K Buy
11,323
+7
+0.1% +$272 0.11% 191
2024
Q2 		$381K Sell
11,316
-2,146
-16% -$71.5K 0.09% 202
2024
Q1 		$485K Sell
13,462
-634
-4% -$22.2K 0.12% 179
2023
Q4 		$497K Sell
14,096
-1,070
-7% -$34.1K 0.14% 159
2023
Q3 		$536K Buy
15,166
+86
+0.6% +$3.55K 0.16% 149
2023
Q2 		$687K Buy
15,080
+1,454
+11% +$66K 0.21% 126
2023
Q1 		$628K Buy
13,626
+5
+0% +$218 0.22% 116
2022
Q4 		$530K Buy
13,621
+5
+0% +$212 0.22% 108
2022
Q3 		$557K Buy
13,616
+3
+0% +$138 0.27% 101
2022
Q2 		$576K Sell
13,613
-3
-0% -$142 0.26% 107
2022
Q1 		$686K Sell
13,616
-160
-1% -$7.31K 0.24% 103
2021
Q4 		$627K Sell
13,776
-299
-2% -$12.4K 0.24% 110
2021
Q3 		$562K Buy
+14,075
New +$616K 0.22% 114

Other funds holding BIPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Herold Advisors's BIPC Position: Q1 2026 in Review

Herold Advisors increased its Brookfield Infrastructure (BIPC) stake by 3% in Q1 2026, buying an estimated $11.6K and bringing the position to 8,768 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #206.

Herold Advisors first reported a position in BIPC in Q3 2021 and has held it in 19 quarters since. The position peaked at $687K in Q2 2023. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Herold Advisors held 8,768 shares of Brookfield Infrastructure worth $345K as of Q1 2026.
  • Herold Advisors bought 252 Brookfield Infrastructure shares in Q1 2026, an estimated $11.6K.
  • Brookfield Infrastructure made up 0.08% of Herold Advisors's portfolio in Q1 2026, its #206 holding.
  • Herold Advisors first reported a position in Brookfield Infrastructure in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Brookfield Infrastructure position peaked at $687K in Q2 2023.
  • 377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.