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WaterBridge Infrastructure shares owned by RFG - Bristol Wealth Advisors

Quarter-by-quarter ownership of WaterBridge Infrastructure (WBI) shares owned by RFG - Bristol Wealth Advisors from 13F filings

Historical chart of RFG - Bristol Wealth Advisors investment in WaterBridge Infrastructure

Tip: Access up to 7 years of quarterly data

All positions including WaterBridge Infrastructure held by RFG - Bristol Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WaterBridge Infrastructure by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 7.5k 26.79

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Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust State Street Spd (VLU)
Pgim Etf Tr Total Return Bon (PTRB)
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View all positions for RFG - Bristol Wealth Advisors

Top funds holding WaterBridge Infrastructure

Devon Energy Corp
Horizon Kinetics Asset Management
FMR
Schwartz Investment Counsel
Ameriprise Financial
Cinctive Capital Management
Emory University
Tensile Capital Management
Citadel Advisors
First Manhattan
Westwood Holdings
Hill City Capital
Fideuram - Intesa Sanpaolo Private Banking S.p.a.
Morgan Stanley
Federated Investors

View all funds holding WaterBridge Infrastructure