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Modern Wealth Management’s Sabesp SBS Stock Holding History

Modern Wealth Management’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 		$232K Sell
38,335
-15,231
-28% -$83.6K ﹤0.01% 791
2025
Q4 		$255K Buy
53,566
+3,914
+8% +$18.9K ﹤0.01% 735
2025
Q3 		$240K Buy
+49,652
New +$209K ﹤0.01% 712

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Deutsche Bank
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
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
LBA
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

Modern Wealth Management's SBS Position: Q1 2026 in Review

Modern Wealth Management reduced its Sabesp (SBS) stake by 28% in Q1 2026, selling an estimated $83.6K and leaving 38,335 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Modern Wealth Management first reported a position in SBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $255K in Q4 2025. 245 funds tracked by Wall St. Rank hold SBS as of Q1 2026.

  • Modern Wealth Management held 38,335 shares of Sabesp worth $232K as of Q1 2026.
  • Modern Wealth Management sold 15,231 Sabesp shares in Q1 2026, an estimated $83.6K.
  • Sabesp made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #791 holding.
  • Modern Wealth Management first reported a position in Sabesp in Q3 2025 and has held it in 3 quarters since.
  • Modern Wealth Management's Sabesp position peaked at $255K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Sabesp as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.