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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Perigon Wealth Management's JLL Position: Q2 2026 in Review

Perigon Wealth Management increased its Jones Lang LaSalle (JLL) stake by 52% in Q2 2026, buying an estimated $1.54M and bringing the position to 14,567 shares worth $4.52M. The position accounts for 0.07% of the portfolio, ranked #249.

Perigon Wealth Management first reported a position in JLL in Q1 2025 and has held it in 5 quarters since. 664 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Perigon Wealth Management held 14,567 shares of Jones Lang LaSalle worth $4.52M as of Q2 2026.
  • Perigon Wealth Management bought 4,971 Jones Lang LaSalle shares in Q2 2026, an estimated $1.54M.
  • Jones Lang LaSalle made up 0.07% of Perigon Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Perigon Wealth Management first reported a position in Jones Lang LaSalle in Q1 2025 and has held it in 5 quarters since.
  • 664 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.