JFS Wealth Advisors’s Brookfield Infrastructure BIPC Stock Holding History

JFS Wealth 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 Q2	$154	Buy	+4	New	+$161	﹤0.01%	2186
2024 Q2	–	Sell	-13	Closed	-$469	–	1989
2024 Q1	$469	Sell	13 -3	-19%	-$105	﹤0.01%	1795
2023 Q4	$565	Hold	16	–	–	﹤0.01%	1780
2023 Q3	$566	Sell	16 -6	-27%	-$248	﹤0.01%	1724
2023 Q2	$1K	Buy	22 +3	+16%	+$136	﹤0.01%	1606
2023 Q1	$876	Buy	19 +1	+6%	+$44	﹤0.01%	1614
2022 Q4	$700	Sell	18 -12	-40%	-$510	﹤0.01%	1677
2022 Q3	$1K	Buy	30 +13	+76%	+$598	﹤0.01%	1485
2022 Q2	$1K	Buy	+17	New	+$804	﹤0.01%	1472

Other funds holding BIPC

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

IIM

Ipswich Investment Management Beverly, Massachusetts $474M AUM 35.58% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

JFS Wealth Advisors's BIPC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Brookfield Infrastructure (BIPC) in Q2 2026: 4 shares worth $154. The stake represents ﹤0.01% of the portfolio and ranks #2186 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in BIPC as recently as Q1 2024.

JFS Wealth Advisors first reported a position in BIPC in Q2 2022 and has held it in 9 quarters since. The position peaked at $1K in Q2 2023. 36 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

JFS Wealth Advisors held 4 shares of Brookfield Infrastructure worth $154 as of Q2 2026.
Brookfield Infrastructure was a new JFS Wealth Advisors position in Q2 2026.
Brookfield Infrastructure made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2186 holding.
JFS Wealth Advisors first reported a position in Brookfield Infrastructure in Q2 2022 and has held it in 9 quarters since.
JFS Wealth Advisors's Brookfield Infrastructure position peaked at $1K in Q2 2023.
36 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.