Pinnacle Wealth Management Group’s Brookfield Infrastructure BIPC Stock Holding History

Pinnacle Wealth Management Group’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	$571K	Sell	14,819 -500	-3%	-$20.2K	0.27%	64
2026 Q1	$605K	Hold	15,319	–	–	0.3%	60
2025 Q4	$695K	Buy	15,319 +900	+6%	+$40.8K	0.35%	54
2025 Q3	$593K	Sell	14,419 -200	-1%	-$8.11K	0.3%	56
2025 Q2	$608K	Buy	14,619 +500	+4%	+$19.2K	0.35%	56
2025 Q1	$511K	Hold	14,119	–	–	0.36%	51
2024 Q4	$565K	Sell	14,119 -750	-5%	-$31.6K	0.35%	54
2024 Q3	$646K	Buy	14,869 +1,728	+13%	+$67.2K	0.41%	50
2024 Q2	$442K	Buy	13,141 +3,471	+36%	+$116K	0.3%	61
2024 Q1	$349K	Hold	9,670	–	–	0.26%	74
2023 Q4	$341K	Buy	+9,670	New	+$308K	0.28%	70

Other funds holding BIPC

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Management Group's BIPC Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its Brookfield Infrastructure (BIPC) stake by 3.3% in Q2 2026, selling an estimated $20.2K and leaving 14,819 shares worth $571K. The position accounts for 0.27% of the portfolio, ranked #64.

Pinnacle Wealth Management Group first reported a position in BIPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $695K in Q4 2025. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Pinnacle Wealth Management Group held 14,819 shares of Brookfield Infrastructure worth $571K as of Q2 2026.
Pinnacle Wealth Management Group sold 500 Brookfield Infrastructure shares in Q2 2026, an estimated $20.2K.
Brookfield Infrastructure made up 0.27% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #64 holding.
Pinnacle Wealth Management Group first reported a position in Brookfield Infrastructure in Q4 2023 and has held it in 11 quarters since.
Pinnacle Wealth Management Group's Brookfield Infrastructure position peaked at $695K in Q4 2025.
393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.