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Personal CFO Solutions’s Brookfield Infrastructure BIPC Stock Holding History

Personal CFO Solutions’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 		$218K Sell
5,653
-58
-1% -$2.34K 0.03% 498
2026
Q1 		$226K Sell
5,711
-206
-3% -$9.45K 0.03% 470
2025
Q4 		$269K Sell
5,917
-321
-5% -$14.5K 0.04% 408
2025
Q3 		$257K Sell
6,238
-1,332
-18% -$54K 0.05% 402
2025
Q2 		$315K Buy
7,570
+16
+0.2% +$616 0.06% 315
2025
Q1 		$273K Buy
+7,554
New +$297K 0.06% 342
2024
Q4 		– Sell
-8,376
Closed -$364K – 469
2024
Q3 		$364K Buy
8,376
+180
+2% +$7K 0.05% 344
2024
Q2 		$276K Sell
8,196
-345
-4% -$11.5K 0.04% 413
2024
Q1 		$308K Buy
8,541
+80
+0.9% +$2.8K 0.05% 388
2023
Q4 		$299K Buy
8,461
+663
+9% +$21.1K 0.05% 374
2023
Q3 		$276K Buy
7,798
+1,275
+20% +$52.7K 0.05% 342
2023
Q2 		$297K Buy
6,523
+103
+2% +$4.68K 0.06% 331
2023
Q1 		$296K Buy
+6,420
New +$280K 0.06% 313

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

Personal CFO Solutions's BIPC Position: Q2 2026 in Review

Personal CFO Solutions reduced its Brookfield Infrastructure (BIPC) stake by 1% in Q2 2026, selling an estimated $2.34K and leaving 5,653 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #498.

Personal CFO Solutions first reported a position in BIPC in Q1 2023 and has held it in 13 quarters since. The position peaked at $364K in Q3 2024. 392 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Personal CFO Solutions held 5,653 shares of Brookfield Infrastructure worth $218K as of Q2 2026.
  • Personal CFO Solutions sold 58 Brookfield Infrastructure shares in Q2 2026, an estimated $2.34K.
  • Brookfield Infrastructure made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #498 holding.
  • Personal CFO Solutions first reported a position in Brookfield Infrastructure in Q1 2023 and has held it in 13 quarters since.
  • Personal CFO Solutions's Brookfield Infrastructure position peaked at $364K in Q3 2024.
  • 392 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.