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Perigon Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Perigon Wealth Management’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.92M Sell
9,596
-1,997
-17% -$645K 0.05% 299
2025
Q4 		$3.9M Buy
+11,593
New +$3.63M 0.07% 248
2025
Q3 		– Sell
-928
Closed -$237K – 1234
2025
Q2 		$237K Sell
928
-8,213
-90% -$1.88M 0.01% 935
2025
Q1 		$2.27M Buy
+9,141
New +$2.41M 0.06% 283

Other funds holding JLL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Perigon Wealth Management's JLL Position: Q1 2026 in Review

Perigon Wealth Management reduced its Jones Lang LaSalle (JLL) stake by 17% in Q1 2026, selling an estimated $645K and leaving 9,596 shares worth $2.92M. The position accounts for 0.05% of the portfolio, ranked #299.

Perigon Wealth Management first reported a position in JLL in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.9M in Q4 2025. 655 funds tracked by Wall St. Rank hold JLL as of Q1 2026.

  • Perigon Wealth Management held 9,596 shares of Jones Lang LaSalle worth $2.92M as of Q1 2026.
  • Perigon Wealth Management sold 1,997 Jones Lang LaSalle shares in Q1 2026, an estimated $645K.
  • Jones Lang LaSalle made up 0.05% of Perigon Wealth Management's portfolio in Q1 2026, its #299 holding.
  • Perigon Wealth Management first reported a position in Jones Lang LaSalle in Q1 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's Jones Lang LaSalle position peaked at $3.9M in Q4 2025.
  • 655 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.