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Larry Mathis Financial Planning’s Sabesp SBS Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-48,940
Closed -$299K – 177
2026
Q1 		$299K Sell
48,940
-1,035
-2% -$5.68K 0.27% 110
2025
Q4 		$238K Buy
+49,975
New +$241K 0.21% 132

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 $413B AUM 44.57% 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

Larry Mathis Financial Planning's SBS Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Sabesp (SBS) in Q2 2026, closing a stake of 48,940 shares — an estimated $299K sold.

Larry Mathis Financial Planning first reported a position in SBS in Q4 2025 and held it in 2 quarters. The position peaked at $299K in Q1 2026. 291 funds tracked by Wall St. Rank hold SBS as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Sabesp position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 48,940 Sabesp shares in Q2 2026, an estimated $299K.
  • Larry Mathis Financial Planning first reported a position in Sabesp in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Sabesp position peaked at $299K in Q1 2026.
  • 291 funds tracked by Wall St. Rank held Sabesp as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.