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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
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

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

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

Perigon Wealth Management reduced its Sabesp (SBS) stake by 32% in Q1 2026, selling an estimated $380K and leaving 144,215 shares worth $880K. The position accounts for 0.02% of the portfolio, ranked #573.

Perigon Wealth Management first reported a position in SBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.02M in Q4 2025. 245 funds tracked by Wall St. Rank hold SBS as of Q1 2026.

  • Perigon Wealth Management held 144,215 shares of Sabesp worth $880K as of Q1 2026.
  • Perigon Wealth Management sold 69,158 Sabesp shares in Q1 2026, an estimated $380K.
  • Sabesp made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #573 holding.
  • Perigon Wealth Management first reported a position in Sabesp in Q4 2025 and has held it in 2 quarters since.
  • Perigon Wealth Management's Sabesp position peaked at $1.02M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Sabesp as of Q1 2026.

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