Western Pacific Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Western Pacific Wealth Management’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	$593	Hold	15	–	–	﹤0.01%	188
2025 Q4	$681	Hold	15	–	–	﹤0.01%	175
2025 Q3	$617	Hold	15	–	–	﹤0.01%	185
2025 Q2	$624	Sell	15 -305	-95%	-$11.7K	﹤0.01%	192
2025 Q1	$11.6K	Hold	320	–	–	0.01%	156
2024 Q4	$12.8K	Sell	320 -9	-3%	-$379	0.01%	163
2024 Q3	$14.3K	Hold	329	–	–	0.01%	199
2024 Q2	$11.1K	Hold	329	–	–	0.01%	182
2024 Q1	$11.9K	Hold	329	–	–	0.01%	187
2023 Q4	$11.6K	Sell	329 -76	-19%	-$2.42K	0.01%	187
2023 Q3	$14.3K	Hold	405	–	–	0.01%	188
2023 Q2	$18.5K	Hold	405	–	–	0.01%	188
2023 Q1	$18.7K	Hold	405	–	–	0.01%	185
2022 Q4	$15.8K	Hold	405	–	–	0.01%	183
2022 Q3	$16K	Hold	405	–	–	0.02%	180
2022 Q2	$17K	Sell	405 -2	-0.5%	-$95	0.02%	127
2022 Q1	$20K	Hold	407	–	–	0.01%	142
2021 Q4	$18K	Buy	+407	New	+$16.8K	0.01%	155

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

Western Pacific Wealth Management's BIPC Position: Q1 2026 in Review

Western Pacific Wealth Management held its Brookfield Infrastructure (BIPC) position steady in Q1 2026 at 15 shares worth $593. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Western Pacific Wealth Management first reported a position in BIPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $20K in Q1 2022. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

Western Pacific Wealth Management held 15 shares of Brookfield Infrastructure worth $593 as of Q1 2026.
Western Pacific Wealth Management left its Brookfield Infrastructure share count unchanged in Q1 2026.
Brookfield Infrastructure made up ﹤0.01% of Western Pacific Wealth Management's portfolio in Q1 2026, its #188 holding.
Western Pacific Wealth Management first reported a position in Brookfield Infrastructure in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Brookfield Infrastructure position peaked at $20K in Q1 2022.
377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.