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Brookwood Investment Group’s Perma-Fix Environmental Services PESI Stock Holding History

Brookwood Investment Group’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,873
Closed -$263K – 572
2025
Q4 		$263K Buy
20,873
+5,930
+40% +$75.6K 0.03% 419
2025
Q3 		$151K Buy
14,943
+4,809
+47% +$53.1K 0.02% 461
2025
Q2 		$107K Sell
10,134
-6,710
-40% -$61.7K 0.02% 434
2025
Q1 		$122K Buy
+16,844
New +$151K 0.02% 410

Other funds holding PESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Brookwood Investment Group's PESI Position: Q1 2026 in Review

Brookwood Investment Group sold out of Perma-Fix Environmental Services (PESI) in Q1 2026, closing a stake of 20,873 shares — an estimated $263K sold.

Brookwood Investment Group first reported a position in PESI in Q1 2025 and held it in 4 quarters. The position peaked at $263K in Q4 2025. 85 funds tracked by Wall St. Rank hold PESI as of Q1 2026.

  • Brookwood Investment Group reported no remaining Perma-Fix Environmental Services position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 20,873 Perma-Fix Environmental Services shares in Q1 2026, an estimated $263K.
  • Brookwood Investment Group first reported a position in Perma-Fix Environmental Services in Q1 2025 and held it in 4 quarters.
  • Brookwood Investment Group's Perma-Fix Environmental Services position peaked at $263K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.