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JFS Wealth Advisors’s Sabesp SBS Stock Holding History

JFS 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
Q2 		$7.57K Hold
1,310
– – ﹤0.01% 1125
2026
Q1 		$8.01K Sell
1,310
-7
-0.5% -$38 ﹤0.01% 1036
2025
Q4 		$6.26K Buy
1,317
+2
+0.2% +$10 ﹤0.01% 1148
2025
Q3 		$6.35K Hold
1,315
– – ﹤0.01% 1034
2025
Q2 		$5.6K Hold
1,315
– – ﹤0.01% 1044
2025
Q1 		$4.55K Buy
1,315
+356
+37% +$1.13K ﹤0.01% 1155
2024
Q4 		$2.67K Hold
959
– – ﹤0.01% 1361
2024
Q3 		$3.08K Hold
959
– – ﹤0.01% 1306
2024
Q2 		$2.5K Hold
959
– – ﹤0.01% 1351
2024
Q1 		$3.13K Hold
959
– – ﹤0.01% 1283
2023
Q4 		$2.83K Sell
959
-5
-0.5% -$13 ﹤0.01% 1281
2023
Q3 		$2.27K Buy
964
+5
+0.5% +$11 ﹤0.01% 1312
2023
Q2 		$2.2K Sell
959
-10
-1% -$20 ﹤0.01% 1349
2023
Q1 		$1.88K Hold
969
– – ﹤0.01% 1393
2022
Q4 		$2K Sell
969
-140
-13% -$296 ﹤0.01% 1369
2022
Q3 		$2K Buy
1,109
+16
+1% +$27 ﹤0.01% 1385
2022
Q2 		$2K Buy
1,093
+103
+10% +$186 ﹤0.01% 1380
2022
Q1 		$2K Buy
+990
New +$1.46K ﹤0.01% 1484
2017
Q2 		– Sell
-11,087
Closed -$19K – 441
2017
Q1 		$19K Hold
11,087
– – 0.01% 311
2016
Q4 		$19K Hold
11,087
– – 0.01% 311
2016
Q3 		$20K Hold
11,087
– – 0.01% 322
2016
Q2 		$19K Sell
11,087
-68,354
-86% -$99.7K 0.01% 333
2016
Q1 		$102K Sell
79,441
-38,025
-32% -$40.2K 0.03% 174
2015
Q4 		$104K Buy
117,466
+26,299
+29% +$23.6K 0.03% 174
2015
Q3 		$69K Buy
91,167
+21,606
+31% +$19.4K 0.03% 179
2015
Q2 		$70K Buy
69,561
+18,150
+35% +$20.4K 0.04% 153
2015
Q1 		$54K Buy
51,411
+18,255
+55% +$19.5K 0.03% 176
2014
Q4 		$40K Buy
33,156
+20,523
+162% +$29.3K 0.01% 212
2014
Q3 		$20K Buy
+12,633
New +$22.8K ﹤0.01% 263

Other funds holding SBS

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JFS Wealth Advisors's SBS Position: Q2 2026 in Review

JFS Wealth Advisors held its Sabesp (SBS) position steady in Q2 2026 at 1,310 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

JFS Wealth Advisors first reported a position in SBS in Q3 2014 and has held it in 29 quarters since. The position peaked at $104K in Q4 2015. 31 funds tracked by Wall St. Rank hold SBS as of Q2 2026.

  • JFS Wealth Advisors held 1,310 shares of Sabesp worth $7.57K as of Q2 2026.
  • JFS Wealth Advisors left its Sabesp share count unchanged in Q2 2026.
  • Sabesp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1125 holding.
  • JFS Wealth Advisors first reported a position in Sabesp in Q3 2014 and has held it in 29 quarters since.
  • JFS Wealth Advisors's Sabesp position peaked at $104K in Q4 2015.
  • 31 funds tracked by Wall St. Rank held Sabesp as of Q2 2026.

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