Thurston Springer Miller Herd & Titak’s Brookfield Infrastructure BIPC Stock Holding History

Thurston Springer Miller Herd & Titak’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	$1.89K	Hold	49	–	–	﹤0.01%	1097
2026 Q1	$1.94K	Hold	49	–	–	﹤0.01%	1184
2025 Q4	$2.22K	Buy	+49	New	+$2.22K	﹤0.01%	1202
2025 Q3	–	Sell	-49	Closed	-$2.04K	–	615
2025 Q2	$2.04K	Hold	49	–	–	﹤0.01%	1417
2025 Q1	$1.77K	Hold	49	–	–	﹤0.01%	1458
2024 Q4	$1.96K	Hold	49	–	–	﹤0.01%	1134
2024 Q3	$2.14K	Hold	49	–	–	﹤0.01%	1324
2024 Q2	$1.66K	Buy	+49	New	+$1.63K	﹤0.01%	1328

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

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return