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VSM Wealth Advisory’s Brookfield Infrastructure BIPC Stock Holding History

VSM Wealth 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 		$7.7K Hold
200
– – ﹤0.01% 384
2026
Q1 		$7.9K Hold
200
– – ﹤0.01% 386
2025
Q4 		$9.08K Hold
200
– – ﹤0.01% 339
2025
Q3 		$8.22K Hold
200
– – ﹤0.01% 354
2025
Q2 		$8.32K Hold
200
– – ﹤0.01% 396
2025
Q1 		$7.24K Hold
200
– – ﹤0.01% 382
2024
Q4 		$8K Buy
+200
New +$8.42K ﹤0.01% 367

Other funds holding BIPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VSM Wealth Advisory's BIPC Position: Q2 2026 in Review

VSM Wealth Advisory held its Brookfield Infrastructure (BIPC) position steady in Q2 2026 at 200 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

VSM Wealth Advisory first reported a position in BIPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.08K in Q4 2025. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • VSM Wealth Advisory held 200 shares of Brookfield Infrastructure worth $7.7K as of Q2 2026.
  • VSM Wealth Advisory left its Brookfield Infrastructure share count unchanged in Q2 2026.
  • Brookfield Infrastructure made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #384 holding.
  • VSM Wealth Advisory first reported a position in Brookfield Infrastructure in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Brookfield Infrastructure position peaked at $9.08K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.