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 Q3	$528K	Hold	14,819	–	–	0.24%	66
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

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

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

IIM

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

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Pinnacle Wealth Management Group's BIPC Position: Q3 2026 in Review

Pinnacle Wealth Management Group held its Brookfield Infrastructure (BIPC) position steady in Q3 2026 at 14,819 shares worth $528K. The position accounts for 0.24% of the portfolio, ranked #66.

Pinnacle Wealth Management Group first reported a position in BIPC in Q4 2023 and has held it in 12 quarters since. The position peaked at $695K in Q4 2025. 51 funds tracked by Wall St. Rank hold BIPC as of Q3 2026.

Pinnacle Wealth Management Group held 14,819 shares of Brookfield Infrastructure worth $528K as of Q3 2026.
Pinnacle Wealth Management Group left its Brookfield Infrastructure share count unchanged in Q3 2026.
Brookfield Infrastructure made up 0.24% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #66 holding.
Pinnacle Wealth Management Group first reported a position in Brookfield Infrastructure in Q4 2023 and has held it in 12 quarters since.
Pinnacle Wealth Management Group's Brookfield Infrastructure position peaked at $695K in Q4 2025.
51 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.