Laurel Wealth Advisors (North Carolina)’s Brookfield Infrastructure BIPC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-150	Closed	-$6.81K	–	248
2025 Q4	$6.81K	Buy	+150	New	+$6.79K	﹤0.01%	509
2025 Q2	–	Sell	-150	Closed	-$5.43K	–	248
2025 Q1	$5.43K	Hold	150	–	–	﹤0.01%	528
2024 Q4	$6K	Hold	150	–	–	﹤0.01%	530
2024 Q3	$6.51K	Hold	150	–	–	﹤0.01%	489
2024 Q2	$5.05K	Hold	150	–	–	﹤0.01%	484
2024 Q1	$5.41K	Hold	150	–	–	﹤0.01%	481
2023 Q4	$5.29K	Hold	150	–	–	﹤0.01%	445
2023 Q3	$5.3K	Hold	150	–	–	﹤0.01%	444
2023 Q2	$6.84K	Hold	150	–	–	﹤0.01%	432
2023 Q1	$6.91K	Hold	150	–	–	﹤0.01%	431
2022 Q4	$5.83K	Hold	150	–	–	﹤0.01%	417
2022 Q3	$6K	Hold	150	–	–	﹤0.01%	408
2022 Q2	$6K	Hold	150	–	–	﹤0.01%	418
2022 Q1	$8K	Hold	150	–	–	﹤0.01%	416
2021 Q4	$7K	Hold	150	–	–	﹤0.01%	441
2021 Q3	$6K	Hold	150	–	–	﹤0.01%	450
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	475
2021 Q1	$8K	Hold	150	–	–	﹤0.01%	440
2020 Q4	$7K	Hold	150	–	–	﹤0.01%	435
2020 Q3	$6K	Hold	150	–	–	﹤0.01%	410
2020 Q2	$5K	Hold	150	–	–	﹤0.01%	409
2020 Q1	$4K	Buy	+150	New	+$3.25K	﹤0.01%	419

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

Laurel Wealth Advisors (North Carolina)'s BIPC Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Brookfield Infrastructure (BIPC) in Q1 2026, closing a stake of 150 shares — an estimated $6.81K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BIPC in Q1 2020 and held it in 22 quarters. The position peaked at $8K in Q1 2022. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Brookfield Infrastructure position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 150 Brookfield Infrastructure shares in Q1 2026, an estimated $6.81K.
Laurel Wealth Advisors (North Carolina) first reported a position in Brookfield Infrastructure in Q1 2020 and held it in 22 quarters.
Laurel Wealth Advisors (North Carolina)'s Brookfield Infrastructure position peaked at $8K in Q1 2022.
377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.