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Institute for Wealth Management’s Sabesp SBS Stock Holding History

Institute for Wealth 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
Q2 		$107K Buy
+18,530
New +$112K 0.01% 661
2018
Q1 		– Sell
-70,247
Closed -$142K – 372
2017
Q4 		$142K Buy
+70,247
New +$135K 0.03% 368
2017
Q3 		– Sell
-75,543
Closed -$140K – 371
2017
Q2 		$140K Buy
+75,543
New +$139K 0.04% 391

Other funds holding SBS

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Institute for Wealth Management's SBS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Sabesp (SBS) in Q2 2026: 18,530 shares worth $107K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SBS as recently as Q4 2017.

Institute for Wealth Management first reported a position in SBS in Q2 2017 and has held it in 3 quarters since. The position peaked at $142K in Q4 2017. 297 funds tracked by Wall St. Rank hold SBS as of Q2 2026.

  • Institute for Wealth Management held 18,530 shares of Sabesp worth $107K as of Q2 2026.
  • Sabesp was a new Institute for Wealth Management position in Q2 2026.
  • Sabesp made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #661 holding.
  • Institute for Wealth Management first reported a position in Sabesp in Q2 2017 and has held it in 3 quarters since.
  • Institute for Wealth Management's Sabesp position peaked at $142K in Q4 2017.
  • 297 funds tracked by Wall St. Rank held Sabesp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.