Toth Financial Advisory’s WaterBridge Infrastructure LLC WBI Stock Holding History

Toth Financial 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	$2.4K	Hold	70	–	–	﹤0.01%	726
2026 Q1	$1.88K	Buy	+70	New	+$1.67K	﹤0.01%	726

Other funds holding WBI

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

BMC

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Toth Financial Advisory's WBI Position: Q2 2026 in Review

Toth Financial Advisory held its WaterBridge Infrastructure LLC (WBI) position steady in Q2 2026 at 70 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Toth Financial Advisory first reported a position in WBI in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

Toth Financial Advisory held 70 shares of WaterBridge Infrastructure LLC worth $2.4K as of Q2 2026.
Toth Financial Advisory left its WaterBridge Infrastructure LLC share count unchanged in Q2 2026.
WaterBridge Infrastructure LLC made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #726 holding.
Toth Financial Advisory first reported a position in WaterBridge Infrastructure LLC in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.