PWM
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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
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

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Perigon Wealth Management reduced its Sabesp (SBS) stake by 19% in Q2 2026, selling an estimated $170K and leaving 116,119 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #746.

Perigon Wealth Management first reported a position in SBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 297 funds tracked by Wall St. Rank hold SBS as of Q2 2026.

  • Perigon Wealth Management held 116,119 shares of Sabesp worth $671K as of Q2 2026.
  • Perigon Wealth Management sold 28,096 Sabesp shares in Q2 2026, an estimated $170K.
  • Sabesp made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #746 holding.
  • Perigon Wealth Management first reported a position in Sabesp in Q4 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's Sabesp position peaked at $1.02M in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Sabesp as of Q2 2026.

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