LWMI
SBS icon

Legacy Wealth Management (Idaho)’s Sabesp SBS Stock Holding History

Legacy Wealth Management (Idaho)’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
-910
Closed -$5.55K – 795
2026
Q1 		$5.55K Sell
910
-1
-0.1% -$5 ﹤0.01% 596
2025
Q4 		$4.35K Sell
911
-2
-0.2% -$10 ﹤0.01% 554
2025
Q3 		$4.41K Hold
913
– – ﹤0.01% 447
2025
Q2 		$3.89K Hold
913
– – ﹤0.01% 431
2025
Q1 		$3.16K Hold
913
– – ﹤0.01% 473
2024
Q4 		$2.93K Hold
913
– – ﹤0.01% 449
2024
Q3 		$2.9K Buy
+913
New +$2.91K ﹤0.01% 444

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

Legacy Wealth Management (Idaho)'s SBS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Sabesp (SBS) in Q2 2026, closing a stake of 910 shares — an estimated $5.55K sold.

Legacy Wealth Management (Idaho) first reported a position in SBS in Q3 2024 and held it in 7 quarters. The position peaked at $5.55K in Q1 2026. 296 funds tracked by Wall St. Rank hold SBS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Sabesp position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 910 Sabesp shares in Q2 2026, an estimated $5.55K.
  • Legacy Wealth Management (Idaho) first reported a position in Sabesp in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Sabesp position peaked at $5.55K in Q1 2026.
  • 296 funds tracked by Wall St. Rank held Sabesp as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.