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Congress Wealth Management’s Perma-Fix Environmental Services PESI Stock Holding History

Congress Wealth Management’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
2025
Q2 		$321K Buy
30,500
+10,000
+49% +$92K ﹤0.01% 1047
2025
Q1 		$149K Buy
+20,500
New +$184K ﹤0.01% 1043

Other funds holding PESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Congress Wealth Management's PESI Position: Q2 2025 in Review

Congress Wealth Management increased its Perma-Fix Environmental Services (PESI) stake by 49% in Q2 2025, buying an estimated $92K and bringing the position to 30,500 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Congress Wealth Management first reported a position in PESI in Q1 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold PESI as of Q2 2025.

  • Congress Wealth Management held 30,500 shares of Perma-Fix Environmental Services worth $321K as of Q2 2025.
  • Congress Wealth Management bought 10,000 Perma-Fix Environmental Services shares in Q2 2025, an estimated $92K.
  • Perma-Fix Environmental Services made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1047 holding.
  • Congress Wealth Management first reported a position in Perma-Fix Environmental Services in Q1 2025 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.