Stamos Capital Partners’s Brookfield Infrastructure BIPC Stock Holding History

Stamos Capital Partners’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	$310K	Buy	+7,849	New	+$360K	0.05%	137
2025 Q4	–	Sell	-4,944	Closed	-$203K	–	141
2025 Q3	$203K	Sell	4,944 -7,095	-59%	-$288K	0.04%	141
2025 Q2	$501K	Buy	12,039 +5,039	+72%	+$194K	0.09%	137
2025 Q1	$253K	Buy	+7,000	New	+$276K	0.07%	138

Other funds holding BIPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stamos Capital Partners's BIPC Position: Q1 2026 in Review

Stamos Capital Partners opened a new position in Brookfield Infrastructure (BIPC) in Q1 2026: 7,849 shares worth $310K. The stake represents 0.05% of the portfolio and ranks #137 among its holdings. This is a return to the name: Stamos Capital Partners previously reported a position in BIPC as recently as Q3 2025.

Stamos Capital Partners first reported a position in BIPC in Q1 2025 and has held it in 4 quarters since. The position peaked at $501K in Q2 2025. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

Stamos Capital Partners held 7,849 shares of Brookfield Infrastructure worth $310K as of Q1 2026.
Brookfield Infrastructure was a new Stamos Capital Partners position in Q1 2026.
Brookfield Infrastructure made up 0.05% of Stamos Capital Partners's portfolio in Q1 2026, its #137 holding.
Stamos Capital Partners first reported a position in Brookfield Infrastructure in Q1 2025 and has held it in 4 quarters since.
Stamos Capital Partners's Brookfield Infrastructure position peaked at $501K in Q2 2025.
377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.