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Hennion & Walsh Asset Management’s Sabesp SBS Stock Holding History

Hennion & Walsh Asset Management’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
Q3 		$186K Buy
35,079
+2,177
+7% +$11.5K 0.01% 941
2026
Q2 		$190K Buy
+32,902
New +$199K 0.01% 933

Other funds holding SBS

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Hennion & Walsh Asset Management's SBS Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Sabesp (SBS) stake by 6.6% in Q3 2026, buying an estimated $11.5K and bringing the position to 35,079 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #941.

Hennion & Walsh Asset Management first reported a position in SBS in Q2 2026 and has held it in 2 quarters since. The position peaked at $190K in Q2 2026. 11 funds tracked by Wall St. Rank hold SBS as of Q3 2026.

  • Hennion & Walsh Asset Management held 35,079 shares of Sabesp worth $186K as of Q3 2026.
  • Hennion & Walsh Asset Management bought 2,177 Sabesp shares in Q3 2026, an estimated $11.5K.
  • Sabesp made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #941 holding.
  • Hennion & Walsh Asset Management first reported a position in Sabesp in Q2 2026 and has held it in 2 quarters since.
  • Hennion & Walsh Asset Management's Sabesp position peaked at $190K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Sabesp as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.