Pinnacle Wealth Planning Services’s Brookfield Infrastructure BIPC Stock Holding History

Pinnacle Wealth Planning Services’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	$39.8K	Hold	1,035	–	–	﹤0.01%	1428
2026 Q1	$40.9K	Sell	1,035 -164	-14%	-$7.52K	﹤0.01%	1317
2025 Q4	$54.4K	Buy	+1,199	New	+$54.3K	0.01%	1138
2024 Q4	–	Sell	-4,985	Closed	-$216K	–	412
2024 Q3	$216K	Buy	+4,985	New	+$194K	0.03%	438
2021 Q1	–	Sell	-371	Closed	-$18K	–	542
2020 Q4	$18K	Buy	+371	New	+$15.7K	﹤0.01%	1185

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 Planning Services's BIPC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Brookfield Infrastructure (BIPC) position steady in Q2 2026 at 1,035 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Pinnacle Wealth Planning Services first reported a position in BIPC in Q4 2020 and has held it in 5 quarters since. The position peaked at $216K in Q3 2024. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Pinnacle Wealth Planning Services held 1,035 shares of Brookfield Infrastructure worth $39.8K as of Q2 2026.
Pinnacle Wealth Planning Services left its Brookfield Infrastructure share count unchanged in Q2 2026.
Brookfield Infrastructure made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1428 holding.
Pinnacle Wealth Planning Services first reported a position in Brookfield Infrastructure in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Brookfield Infrastructure position peaked at $216K in Q3 2024.
393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.