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Leavell Investment Management’s Brookfield Infrastructure BIPC Stock Holding History

Leavell Investment 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
Q2 		$2.71M Buy
70,319
+18,932
+37% +$764K 0.1% 194
2026
Q1 		$2.03M Buy
51,387
+3,298
+7% +$151K 0.08% 223
2025
Q4 		$2.18M Buy
48,089
+4,418
+10% +$200K 0.09% 207
2025
Q3 		$1.8M Buy
43,671
+9,351
+27% +$379K 0.08% 233
2025
Q2 		$1.43M Buy
34,320
+6,019
+21% +$232K 0.06% 255
2025
Q1 		$1.02M Buy
28,301
+8,399
+42% +$331K 0.05% 280
2024
Q4 		$796K Buy
19,902
+10,268
+107% +$432K 0.04% 308
2024
Q3 		$418K Buy
+9,634
New +$375K 0.02% 414

Other funds holding BIPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Leavell Investment Management's BIPC Position: Q2 2026 in Review

Leavell Investment Management increased its Brookfield Infrastructure (BIPC) stake by 37% in Q2 2026, buying an estimated $764K and bringing the position to 70,319 shares worth $2.71M. The position accounts for 0.1% of the portfolio, ranked #194.

Leavell Investment Management first reported a position in BIPC in Q3 2024 and has held it in 8 quarters since. 394 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Leavell Investment Management held 70,319 shares of Brookfield Infrastructure worth $2.71M as of Q2 2026.
  • Leavell Investment Management bought 18,932 Brookfield Infrastructure shares in Q2 2026, an estimated $764K.
  • Brookfield Infrastructure made up 0.1% of Leavell Investment Management's portfolio in Q2 2026, its #194 holding.
  • Leavell Investment Management first reported a position in Brookfield Infrastructure in Q3 2024 and has held it in 8 quarters since.
  • 394 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.