Jones Financial Companies
BIPC icon

Jones Financial Companies’s Brookfield Infrastructure BIPC Stock Holding History

Jones Financial Companies’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 		$4.96M Buy
131,288
+129,768
+8,537% +$5.95M ﹤0.01% 1077
2025
Q4 		$69K Buy
1,520
+292
+24% +$13.2K ﹤0.01% 2389
2025
Q3 		$50.3K Buy
1,228
+89
+8% +$3.61K ﹤0.01% 2376
2025
Q2 		$47.6K Buy
1,139
+105
+10% +$4.04K ﹤0.01% 2245
2025
Q1 		$37.3K Sell
1,034
-72
-7% -$2.83K ﹤0.01% 2178
2024
Q4 		$44.2K Buy
1,106
+758
+218% +$31.9K ﹤0.01% 1923
2024
Q3 		$15.1K Buy
+348
New +$13.5K ﹤0.01% 2062
2023
Q1 		– Sell
-24
Closed -$1K – 597
2022
Q4 		$1K Buy
+24
New +$1.02K ﹤0.01% 637

Other funds holding BIPC

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Fidelity Investments
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Bank of America
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Royal Bank of Canada
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VCM
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Principal Financial Group
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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