Toth Financial Advisory’s Brookfield Infrastructure BIPC Stock Holding History

Toth Financial Advisory’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	$231K	Hold	6,002	–	–	0.02%	223
2026 Q1	$237K	Hold	6,002	–	–	0.03%	207
2025 Q4	$272K	Hold	6,002	–	–	0.03%	201
2025 Q3	$247K	Buy	6,002 +2,400	+67%	+$97.3K	0.03%	208
2025 Q2	$150K	Hold	3,602	–	–	0.02%	218
2025 Q1	$130K	Hold	3,602	–	–	0.02%	225
2024 Q4	$144K	Hold	3,602	–	–	0.02%	211
2024 Q3	$156K	Buy	3,602 +1,900	+112%	+$73.9K	0.02%	210
2024 Q2	$57.3K	Hold	1,702	–	–	0.01%	277
2024 Q1	$61.3K	Hold	1,702	–	–	0.01%	269
2023 Q4	$60K	Hold	1,702	–	–	0.01%	277
2023 Q3	$60.1K	Hold	1,702	–	–	0.01%	255
2023 Q2	$77.6K	Hold	1,702	–	–	0.01%	233
2023 Q1	$78.4K	Hold	1,702	–	–	0.01%	236
2022 Q4	$66.2K	Hold	1,702	–	–	0.01%	256
2022 Q3	$69K	Hold	1,702	–	–	0.01%	241
2022 Q2	$72K	Sell	1,702 -1	-0.1%	-$47	0.01%	238
2022 Q1	$86K	Hold	1,703	–	–	0.01%	238
2021 Q4	$77K	Hold	1,703	–	–	0.01%	262
2021 Q3	$68K	Hold	1,703	–	–	0.01%	273
2021 Q2	$86K	Hold	1,703	–	–	0.01%	236
2021 Q1	$87K	Hold	1,703	–	–	0.01%	241
2020 Q4	$82K	Hold	1,703	–	–	0.01%	226
2020 Q3	$63K	Hold	1,703	–	–	0.01%	229
2020 Q2	$52K	Buy	+1,703	New	+$49.5K	0.01%	224

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