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 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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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