CWA
PESI icon

CM Wealth Advisors’s Perma-Fix Environmental Services PESI Stock Holding History

CM Wealth Advisors’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 		$1.26M Buy
+87,839
New +$979K 0.23% 42

Other funds holding PESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
FLC
Fifth Lane Capital Austin, Texas $1.63M AUM 7.5% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

CM Wealth Advisors's PESI Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Perma-Fix Environmental Services (PESI) in Q2 2026: 87,839 shares worth $1.26M. The stake represents 0.23% of the portfolio and ranks #42 among its holdings.

35 funds tracked by Wall St. Rank hold PESI as of Q2 2026.

  • CM Wealth Advisors held 87,839 shares of Perma-Fix Environmental Services worth $1.26M as of Q2 2026.
  • Perma-Fix Environmental Services was a new CM Wealth Advisors position in Q2 2026.
  • Perma-Fix Environmental Services made up 0.23% of CM Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • 35 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.