LWM
XIFR

Lodestone Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

Lodestone Wealth Management’s Portfolio XIFR Stock Details XIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.9K Hold
1,094
– – ﹤0.01% 483
2026
Q1 		$11.6K Hold
1,094
– – ﹤0.01% 491
2025
Q4 		$10.9K Buy
+1,094
New +$10.6K ﹤0.01% 492

Other funds holding XIFR

ACA
Anchorage Capital Advisors New York $165M AUM 5.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
REAM
Ripple Effect Asset Management New York $431M AUM 68.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
YCM
Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Lodestone Wealth Management's XIFR Position: Q2 2026 in Review

Lodestone Wealth Management held its XPLR Infrastructure LP (XIFR) position steady in Q2 2026 at 1,094 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Lodestone Wealth Management first reported a position in XIFR in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold XIFR as of Q2 2026.

  • Lodestone Wealth Management held 1,094 shares of XPLR Infrastructure LP worth $12.9K as of Q2 2026.
  • Lodestone Wealth Management left its XPLR Infrastructure LP share count unchanged in Q2 2026.
  • XPLR Infrastructure LP made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #483 holding.
  • Lodestone Wealth Management first reported a position in XPLR Infrastructure LP in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.