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Lantz Financial’s Brookfield Infrastructure BIPC Stock Holding History

Lantz Financial’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
2025
Q1 		– Sell
-42,244
Closed -$1.69M – 223
2024
Q4 		$1.69M Sell
42,244
-724
-2% -$30.5K 0.45% 62
2024
Q3 		$1.87M Buy
42,968
+385
+0.9% +$15K 0.51% 61
2024
Q2 		$1.43M Sell
42,583
-146
-0.3% -$4.86K 0.45% 69
2024
Q1 		$1.54M Buy
42,729
+649
+2% +$22.7K 0.5% 62
2023
Q4 		$1.48M Buy
42,080
+3,490
+9% +$111K 0.54% 56
2023
Q3 		$1.36M Sell
38,590
-1,487
-4% -$61.4K 0.54% 53
2023
Q2 		$1.83M Sell
40,077
-220
-0.5% -$9.99K 0.72% 38
2023
Q1 		$1.86M Buy
40,297
+90
+0.2% +$3.92K 0.77% 33
2022
Q4 		$1.56M Buy
40,207
+20
+0% +$849 0.71% 38
2022
Q3 		$1.64M Buy
40,187
+30
+0.1% +$1.38K 0.85% 30
2022
Q2 		$1.71M Sell
40,157
-228
-0.6% -$10.8K 0.77% 28
2022
Q1 		$2.03M Buy
+40,385
New +$1.85M 0.83% 24

Other funds holding BIPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lantz Financial's BIPC Position: Q1 2025 in Review

Lantz Financial sold out of Brookfield Infrastructure (BIPC) in Q1 2025, closing a stake of 42,244 shares — an estimated $1.69M sold.

Lantz Financial first reported a position in BIPC in Q1 2022 and held it in 12 quarters. The position peaked at $2.03M in Q1 2022. 345 funds tracked by Wall St. Rank hold BIPC as of Q1 2025.

  • Lantz Financial reported no remaining Brookfield Infrastructure position as of Q1 2025 after selling out during the quarter.
  • Lantz Financial sold 42,244 Brookfield Infrastructure shares in Q1 2025, an estimated $1.69M.
  • Lantz Financial first reported a position in Brookfield Infrastructure in Q1 2022 and held it in 12 quarters.
  • Lantz Financial's Brookfield Infrastructure position peaked at $2.03M in Q1 2022.
  • 345 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2025.

Based on Lantz Financial's 13F filing for Q1 2025, filed 8 Apr 2025.