Investment Partners Asset Management’s Brookfield Infrastructure BIPC Stock Holding History

Investment Partners Asset 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 Q1	$279K	Sell	7,060 -116	-2%	-$5.32K	0.17%	136
2025 Q4	$326K	Sell	7,176 -109	-1%	-$4.94K	0.2%	124
2025 Q3	$300K	Sell	7,285 -43	-0.6%	-$1.74K	0.2%	132
2025 Q2	$305K	Hold	7,328	–	–	0.21%	121
2025 Q1	$265K	Buy	+7,328	New	+$288K	0.21%	121

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

Investment Partners Asset Management's BIPC Position: Q1 2026 in Review

Investment Partners Asset Management reduced its Brookfield Infrastructure (BIPC) stake by 1.6% in Q1 2026, selling an estimated $5.32K and leaving 7,060 shares worth $279K. The position accounts for 0.17% of the portfolio, ranked #136.

Investment Partners Asset Management first reported a position in BIPC in Q1 2025 and has held it in 5 quarters since. The position peaked at $326K in Q4 2025. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

Investment Partners Asset Management held 7,060 shares of Brookfield Infrastructure worth $279K as of Q1 2026.
Investment Partners Asset Management sold 116 Brookfield Infrastructure shares in Q1 2026, an estimated $5.32K.
Brookfield Infrastructure made up 0.17% of Investment Partners Asset Management's portfolio in Q1 2026, its #136 holding.
Investment Partners Asset Management first reported a position in Brookfield Infrastructure in Q1 2025 and has held it in 5 quarters since.
Investment Partners Asset Management's Brookfield Infrastructure position peaked at $326K in Q4 2025.
377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Investment Partners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.