Lindbrook Capital’s Brookfield Infrastructure BIPC Stock Holding History

Lindbrook Capital’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	$9.52K	Buy	263 +18	+7%	+$708	﹤0.01%	1676
2024 Q4	$9.8K	Hold	245	–	–	﹤0.01%	1663
2024 Q3	$10.6K	Buy	245 +75	+44%	+$2.92K	﹤0.01%	1638
2024 Q2	$5.72K	Sell	170 -40	-19%	-$1.33K	﹤0.01%	1936
2024 Q1	$7.57K	Buy	210 +127	+153%	+$4.45K	﹤0.01%	1711
2023 Q4	$2.93K	Buy	83 +11	+15%	+$350	﹤0.01%	2128
2023 Q3	$2.54K	Buy	72 +65	+929%	+$2.68K	﹤0.01%	2038
2023 Q2	$319	Hold	7	–	–	﹤0.01%	2602
2023 Q1	$322	Hold	7	–	–	﹤0.01%	2671
2022 Q4	$272	Sell	7 -60	-90%	-$2.55K	﹤0.01%	2694
2022 Q3	$3K	Buy	+67	New	+$3.08K	﹤0.01%	1842
2021 Q4	–	Sell	-9	Closed	–	–	2077
2021 Q3	$0	Buy	+9	New	+$394	﹤0.01%	1858

Other funds holding BIPC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's BIPC Position: Q1 2025 in Review

Lindbrook Capital increased its Brookfield Infrastructure (BIPC) stake by 7.3% in Q1 2025, buying an estimated $708 and bringing the position to 263 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Lindbrook Capital first reported a position in BIPC in Q3 2021 and has held it in 12 quarters since. The position peaked at $10.6K in Q3 2024. 345 funds tracked by Wall St. Rank hold BIPC as of Q1 2025.

Lindbrook Capital held 263 shares of Brookfield Infrastructure worth $9.52K as of Q1 2025.
Lindbrook Capital bought 18 Brookfield Infrastructure shares in Q1 2025, an estimated $708.
Brookfield Infrastructure made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1676 holding.
Lindbrook Capital first reported a position in Brookfield Infrastructure in Q3 2021 and has held it in 12 quarters since.
Lindbrook Capital's Brookfield Infrastructure position peaked at $10.6K in Q3 2024.
345 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.