Key Financial Inc’s Sabesp SBS Stock Holding History

Key Financial Inc’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	$82.8K	Sell	14,325 -149,800	-91%	-$907K	0.01%	457
2026 Q1	$1M	Sell	164,125 -4	-0%	-$22	0.18%	107
2025 Q4	$782K	Sell	164,129 -3	-0%	-$14	0.14%	129
2025 Q3	$783K	Hold	164,132	–	–	0.14%	128
2025 Q2	$699K	Hold	164,132	–	–	0.14%	126
2025 Q1	$568K	Hold	164,132	–	–	0.12%	148
2024 Q4	$456K	Hold	164,132	–	–	0.1%	156
2024 Q3	$526K	Hold	164,132	–	–	0.12%	150
2024 Q2	$428K	Hold	164,132	–	–	0.1%	154
2024 Q1	$536K	Buy	164,132 +159,852	+3,735%	+$488K	0.14%	133
2023 Q4	$12.6K	Hold	4,280	–	–	﹤0.01%	681
2023 Q3	$10.1K	Hold	4,280	–	–	﹤0.01%	709
2023 Q2	$9.83K	Buy	+4,280	New	+$8.58K	﹤0.01%	731

Other funds holding SBS

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Key Financial Inc's SBS Position: Q2 2026 in Review

Key Financial Inc reduced its Sabesp (SBS) stake by 91% in Q2 2026, selling an estimated $907K and leaving 14,325 shares worth $82.8K. The position accounts for 0.01% of the portfolio, ranked #457.

Key Financial Inc first reported a position in SBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $1M in Q1 2026. 296 funds tracked by Wall St. Rank hold SBS as of Q2 2026.

Key Financial Inc held 14,325 shares of Sabesp worth $82.8K as of Q2 2026.
Key Financial Inc sold 149,800 Sabesp shares in Q2 2026, an estimated $907K.
Sabesp made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #457 holding.
Key Financial Inc first reported a position in Sabesp in Q2 2023 and has held it in 13 quarters since.
Key Financial Inc's Sabesp position peaked at $1M in Q1 2026.
296 funds tracked by Wall St. Rank held Sabesp as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.