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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Personal CFO Solutions's BIPC Position: Q1 2026 in Review

Personal CFO Solutions reduced its Brookfield Infrastructure (BIPC) stake by 3.5% in Q1 2026, selling an estimated $9.45K and leaving 5,711 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #470.

Personal CFO Solutions first reported a position in BIPC in Q1 2023 and has held it in 12 quarters since. The position peaked at $364K in Q3 2024. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Personal CFO Solutions held 5,711 shares of Brookfield Infrastructure worth $226K as of Q1 2026.
  • Personal CFO Solutions sold 206 Brookfield Infrastructure shares in Q1 2026, an estimated $9.45K.
  • Brookfield Infrastructure made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #470 holding.
  • Personal CFO Solutions first reported a position in Brookfield Infrastructure in Q1 2023 and has held it in 12 quarters since.
  • Personal CFO Solutions's Brookfield Infrastructure position peaked at $364K in Q3 2024.
  • 377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.