CIA
WBI

Concurrent Investment Advisors’s WaterBridge Infrastructure LLC WBI Stock Holding History

Concurrent Investment Advisors’s Portfolio WBI Stock Details WBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.74M Buy
109,176
+9,950
+10% +$290K 0.03% 521
2026
Q1 		$2.66M Buy
99,226
+87,576
+752% +$2.09M 0.03% 529
2025
Q4 		$233K Buy
+11,650
New +$270K ﹤0.01% 1555

Other funds holding WBI

DE
Devon Energy Houston, Texas $1.59B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

Concurrent Investment Advisors's WBI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its WaterBridge Infrastructure LLC (WBI) stake by 10% in Q2 2026, buying an estimated $290K and bringing the position to 109,176 shares worth $3.74M. The position accounts for 0.03% of the portfolio, ranked #521.

Concurrent Investment Advisors first reported a position in WBI in Q4 2025 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • Concurrent Investment Advisors held 109,176 shares of WaterBridge Infrastructure LLC worth $3.74M as of Q2 2026.
  • Concurrent Investment Advisors bought 9,950 WaterBridge Infrastructure LLC shares in Q2 2026, an estimated $290K.
  • WaterBridge Infrastructure LLC made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #521 holding.
  • Concurrent Investment Advisors first reported a position in WaterBridge Infrastructure LLC in Q4 2025 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.