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 Q2	$454K	Buy	11,787 +3,938	+50%	+$159K	0.07%	136
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 $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

Stamos Capital Partners's BIPC Position: Q2 2026 in Review

Stamos Capital Partners increased its Brookfield Infrastructure (BIPC) stake by 50% in Q2 2026, buying an estimated $159K and bringing the position to 11,787 shares worth $454K. The position accounts for 0.07% of the portfolio, ranked #136.

Stamos Capital Partners first reported a position in BIPC in Q1 2025 and has held it in 5 quarters since. The position peaked at $501K in Q2 2025. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Stamos Capital Partners held 11,787 shares of Brookfield Infrastructure worth $454K as of Q2 2026.
Stamos Capital Partners bought 3,938 Brookfield Infrastructure shares in Q2 2026, an estimated $159K.
Brookfield Infrastructure made up 0.07% of Stamos Capital Partners's portfolio in Q2 2026, its #136 holding.
Stamos Capital Partners first reported a position in Brookfield Infrastructure in Q1 2025 and has held it in 5 quarters since.
Stamos Capital Partners's Brookfield Infrastructure position peaked at $501K in Q2 2025.
393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.