EWA
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EverSource Wealth Advisors’s Sabesp SBS Stock Holding History

EverSource Wealth Advisors’s Portfolio SBS Stock Details SBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.1K Buy
14,105
+2,436
+21% +$13.4K ﹤0.01% 1525
2025
Q4 		$55.6K Buy
11,669
+1,108
+10% +$5.35K ﹤0.01% 1677
2025
Q3 		$51K Sell
10,561
-1,516
-13% -$6.38K ﹤0.01% 1695
2025
Q2 		$51.5K Buy
12,077
+8,591
+246% +$33.2K ﹤0.01% 1594
2025
Q1 		$12.1K Sell
3,486
-165
-5% -$525 ﹤0.01% 2005
2024
Q4 		$10.1K Buy
3,651
+449
+14% +$1.37K ﹤0.01% 1988
2024
Q3 		$10.3K Hold
3,202
– – ﹤0.01% 1848
2024
Q2 		$9.71K Buy
3,202
+191
+6% +$559 ﹤0.01% 1872
2024
Q1 		$9.13K Hold
3,011
– – ﹤0.01% 1736
2023
Q4 		$8.89K Sell
3,011
-31
-1% -$79 ﹤0.01% 1610
2023
Q3 		$7.15K Buy
3,042
+469
+18% +$1.06K ﹤0.01% 1542
2023
Q2 		$5.91K Hold
2,573
– – ﹤0.01% 1660
2023
Q1 		$5K Sell
2,573
-2,254
-47% -$4.45K ﹤0.01% 1646
2022
Q4 		$9.98K Hold
4,827
– – ﹤0.01% 1334
2022
Q3 		$9K Hold
4,827
– – ﹤0.01% 1169
2022
Q2 		$7K Hold
4,827
– – ﹤0.01% 1163
2022
Q1 		$9K Hold
4,827
– – ﹤0.01% 1035
2021
Q4 		$7K Buy
+4,827
New +$6.27K ﹤0.01% 1136

Other funds holding SBS

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return