Perigon Wealth Management
SBS icon

Perigon Wealth Management’s Sabesp SBS Stock Holding History

Perigon 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
Q3 		$817K Buy
153,917
+37,798
+33% +$200K 0.01% 673
2026
Q2 		$671K Sell
116,119
-28,096
-19% -$170K 0.01% 746
2026
Q1 		$880K Sell
144,215
-69,158
-32% -$380K 0.02% 573
2025
Q4 		$1.02M Buy
+213,373
New +$1.03M 0.02% 540

Other funds holding SBS

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

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

Perigon Wealth Management increased its Sabesp (SBS) stake by 33% in Q3 2026, buying an estimated $200K and bringing the position to 153,917 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #673.

Perigon Wealth Management first reported a position in SBS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2025. 76 funds tracked by Wall St. Rank hold SBS as of Q3 2026.

  • Perigon Wealth Management held 153,917 shares of Sabesp worth $817K as of Q3 2026.
  • Perigon Wealth Management bought 37,798 Sabesp shares in Q3 2026, an estimated $200K.
  • Sabesp made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #673 holding.
  • Perigon Wealth Management first reported a position in Sabesp in Q4 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's Sabesp position peaked at $1.02M in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Sabesp as of Q3 2026.

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