Loomis, Sayles & Company
WBI

Loomis, Sayles & Company’s WaterBridge Infrastructure LLC WBI Stock Holding History

Loomis, Sayles & Company’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 		$20.5M Sell
599,413
-1,189
-0.2% -$34.6K 0.03% 252
2026
Q1 		$16.1M Buy
+600,602
New +$14.3M 0.02% 273

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

Loomis, Sayles & Company's WBI Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its WaterBridge Infrastructure LLC (WBI) stake by 0.2% in Q2 2026, selling an estimated $34.6K and leaving 599,413 shares worth $20.5M. The position accounts for 0.03% of the portfolio, ranked #252.

Loomis, Sayles & Company first reported a position in WBI in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • Loomis, Sayles & Company held 599,413 shares of WaterBridge Infrastructure LLC worth $20.5M as of Q2 2026.
  • Loomis, Sayles & Company sold 1,189 WaterBridge Infrastructure LLC shares in Q2 2026, an estimated $34.6K.
  • WaterBridge Infrastructure LLC made up 0.03% of Loomis, Sayles & Company's portfolio in Q2 2026, its #252 holding.
  • Loomis, Sayles & Company first reported a position in WaterBridge Infrastructure LLC in Q1 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.