Perigon Wealth Management
JLL icon

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
Q3 		$346K Sell
1,133
-13,434
-92% -$4.66M 0.01% 1070
2026
Q2 		$4.52M Buy
14,567
+4,971
+52% +$1.54M 0.07% 249
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Perigon Wealth Management's JLL Position: Q3 2026 in Review

Perigon Wealth Management reduced its Jones Lang LaSalle (JLL) stake by 92% in Q3 2026, selling an estimated $4.66M and leaving 1,133 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #1070.

Perigon Wealth Management first reported a position in JLL in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.52M in Q2 2026. 273 funds tracked by Wall St. Rank hold JLL as of Q3 2026.

  • Perigon Wealth Management held 1,133 shares of Jones Lang LaSalle worth $346K as of Q3 2026.
  • Perigon Wealth Management sold 13,434 Jones Lang LaSalle shares in Q3 2026, an estimated $4.66M.
  • Jones Lang LaSalle made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1070 holding.
  • Perigon Wealth Management first reported a position in Jones Lang LaSalle in Q1 2025 and has held it in 6 quarters since.
  • Perigon Wealth Management's Jones Lang LaSalle position peaked at $4.52M in Q2 2026.
  • 273 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.