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

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Ipswich Investment Management Beverly, Massachusetts $474M AUM 35.58% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return