PFGIA
WBI

Patriot Financial Group Insurance Agency’s WaterBridge Infrastructure LLC WBI Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-19,850
Closed -$532K – 725
2026
Q1 		$532K Buy
+19,850
New +$473K 0.03% 427

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T. Rowe Price Investment Management
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HRCM
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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

Patriot Financial Group Insurance Agency's WBI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of WaterBridge Infrastructure LLC (WBI) in Q2 2026, closing a stake of 19,850 shares — an estimated $532K sold.

Patriot Financial Group Insurance Agency first reported a position in WBI in Q1 2026 and held it in 1 quarter. The position peaked at $532K in Q1 2026. 163 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining WaterBridge Infrastructure LLC position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 19,850 WaterBridge Infrastructure LLC shares in Q2 2026, an estimated $532K.
  • Patriot Financial Group Insurance Agency first reported a position in WaterBridge Infrastructure LLC in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's WaterBridge Infrastructure LLC position peaked at $532K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.