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 Q2	–	Sell	-15	Closed	-$593	–	185
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 $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

Western Pacific Wealth Management's BIPC Position: Q2 2026 in Review

Western Pacific Wealth Management sold out of Brookfield Infrastructure (BIPC) in Q2 2026, closing a stake of 15 shares — an estimated $593 sold.

Western Pacific Wealth Management first reported a position in BIPC in Q4 2021 and held it in 18 quarters. The position peaked at $20K in Q1 2022. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Western Pacific Wealth Management reported no remaining Brookfield Infrastructure position as of Q2 2026 after selling out during the quarter.
Western Pacific Wealth Management sold 15 Brookfield Infrastructure shares in Q2 2026, an estimated $593.
Western Pacific Wealth Management first reported a position in Brookfield Infrastructure in Q4 2021 and held it in 18 quarters.
Western Pacific Wealth Management's Brookfield Infrastructure position peaked at $20K in Q1 2022.
393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.