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Capital Advisors Ltd’s Perma-Fix Environmental Services PESI Stock Holding History

Capital Advisors Ltd’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
Q2 		$71K Hold
5,000
– – 0.01% 459
2026
Q1 		$53K Buy
+5,000
New +$68.7K 0.01% 486

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Advisors Ltd's PESI Position: Q2 2026 in Review

Capital Advisors Ltd held its Perma-Fix Environmental Services (PESI) position steady in Q2 2026 at 5,000 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #459.

Capital Advisors Ltd first reported a position in PESI in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold PESI as of Q2 2026.

  • Capital Advisors Ltd held 5,000 shares of Perma-Fix Environmental Services worth $71K as of Q2 2026.
  • Capital Advisors Ltd left its Perma-Fix Environmental Services share count unchanged in Q2 2026.
  • Perma-Fix Environmental Services made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #459 holding.
  • Capital Advisors Ltd first reported a position in Perma-Fix Environmental Services in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.