SPIA
WBI

Steward Partners Investment Advisory’s WaterBridge Infrastructure LLC WBI Stock Holding History

Steward Partners Investment Advisory’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 		$2.42M Buy
70,502
+8,716
+14% +$254K 0.01% 833
2026
Q1 		$1.66M Buy
61,786
+51,582
+506% +$1.23M 0.01% 930
2025
Q4 		$204K Buy
10,204
+6,427
+170% +$149K ﹤0.01% 1920
2025
Q3 		$95.3K Buy
+3,777
New +$88.6K ﹤0.01% 2265

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

Steward Partners Investment Advisory's WBI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its WaterBridge Infrastructure LLC (WBI) stake by 14% in Q2 2026, buying an estimated $254K and bringing the position to 70,502 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #833.

Steward Partners Investment Advisory first reported a position in WBI in Q3 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • Steward Partners Investment Advisory held 70,502 shares of WaterBridge Infrastructure LLC worth $2.42M as of Q2 2026.
  • Steward Partners Investment Advisory bought 8,716 WaterBridge Infrastructure LLC shares in Q2 2026, an estimated $254K.
  • WaterBridge Infrastructure LLC made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #833 holding.
  • Steward Partners Investment Advisory first reported a position in WaterBridge Infrastructure LLC in Q3 2025 and has held it in 4 quarters since.
  • 163 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.