Mascoma Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Mascoma Wealth 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 Q3	$249	Hold	7	–	–	﹤0.01%	539
2026 Q2	$270	Hold	7	–	–	﹤0.01%	585
2026 Q1	$277	Hold	7	–	–	﹤0.01%	507
2025 Q4	$318	Hold	7	–	–	﹤0.01%	489
2025 Q3	$288	Hold	7	–	–	﹤0.01%	450
2025 Q2	$291	Hold	7	–	–	﹤0.01%	457
2025 Q1	$253	Hold	7	–	–	﹤0.01%	489
2024 Q4	$280	Hold	7	–	–	﹤0.01%	510
2024 Q3	$304	Hold	7	–	–	﹤0.01%	450
2024 Q2	$236	Hold	7	–	–	﹤0.01%	486
2024 Q1	$252	Hold	7	–	–	﹤0.01%	448
2023 Q4	$247	Hold	7	–	–	﹤0.01%	461
2023 Q3	$247	Hold	7	–	–	﹤0.01%	496
2023 Q2	$292	Hold	7	–	–	﹤0.01%	474
2023 Q1	$298	Hold	7	–	–	﹤0.01%	583
2022 Q4	$272	Hold	7	–	–	﹤0.01%	610
2022 Q3	$0	Hold	7	–	–	﹤0.01%	600
2022 Q2	$0	Sell	7 -1	-13%	-$47	﹤0.01%	604
2022 Q1	$0	Hold	8	–	–	﹤0.01%	585
2021 Q4	$0	Hold	8	–	–	﹤0.01%	527
2021 Q3	$0	Buy	+8	New	+$350	﹤0.01%	444
2021 Q2	–	Sell	-8	Closed	–	–	139
2021 Q1	$0	Buy	+8	New	+$361	﹤0.01%	439

Other funds holding BIPC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return

Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Mascoma Wealth Management's BIPC Position: Q3 2026 in Review

Mascoma Wealth Management held its Brookfield Infrastructure (BIPC) position steady in Q3 2026 at 7 shares worth $249. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Mascoma Wealth Management first reported a position in BIPC in Q1 2021 and has held it in 22 quarters since. The position peaked at $318 in Q4 2025. 75 funds tracked by Wall St. Rank hold BIPC as of Q3 2026.

Mascoma Wealth Management held 7 shares of Brookfield Infrastructure worth $249 as of Q3 2026.
Mascoma Wealth Management left its Brookfield Infrastructure share count unchanged in Q3 2026.
Brookfield Infrastructure made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #539 holding.
Mascoma Wealth Management first reported a position in Brookfield Infrastructure in Q1 2021 and has held it in 22 quarters since.
Mascoma Wealth Management's Brookfield Infrastructure position peaked at $318 in Q4 2025.
75 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.