PKS Advisory Services’s WaterBridge Infrastructure LLC WBI Stock Holding History

PKS Advisory Services’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	$642K	Buy	+18,728	New	+$545K	0.1%	191

Other funds holding WBI

Devon Energy Houston, Texas $1.59B AUM

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 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 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

PKS Advisory Services's WBI Position: Q2 2026 in Review

PKS Advisory Services opened a new position in WaterBridge Infrastructure LLC (WBI) in Q2 2026: 18,728 shares worth $642K. The stake represents 0.1% of the portfolio and ranks #191 among its holdings.

163 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

PKS Advisory Services held 18,728 shares of WaterBridge Infrastructure LLC worth $642K as of Q2 2026.
WaterBridge Infrastructure LLC was a new PKS Advisory Services position in Q2 2026.
WaterBridge Infrastructure LLC made up 0.1% of PKS Advisory Services's portfolio in Q2 2026, its #191 holding.
163 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.