Perpetual Ltd
SBS icon

Perpetual Ltd’s Sabesp SBS Stock Holding History

Perpetual Ltd’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 		$33.5M Sell
6,304,591
-19,041
-0.3% -$101K 0.51% 50
2026
Q2 		$36.6M Buy
6,323,632
+2,082
+0% +$12.6K 0.52% 57
2026
Q1 		$38.6M Sell
6,321,550
-303,077
-5% -$1.66M 0.59% 47
2025
Q4 		$31.5M Sell
6,624,627
-2,240,724
-25% -$10.8M 0.46% 56
2025
Q3 		$42.8M Buy
8,865,351
+4,773,310
+117% +$20.1M 0.53% 40
2025
Q2 		$17.4M Buy
4,092,041
+14,732
+0.4% +$57K 0.2% 104
2025
Q1 		$14.1M Buy
4,077,309
+447,303
+12% +$1.42M 0.17% 108
2024
Q4 		$10.1M Buy
3,630,006
+280,133
+8% +$855K 0.12% 121
2024
Q3 		$10.7M Sell
3,349,873
-8,715
-0.3% -$27.8K 0.12% 110
2024
Q2 		$8.76M Buy
3,358,588
+120,024
+4% +$351K 0.1% 132
2024
Q1 		$10.6M Buy
3,238,564
+281,866
+10% +$860K 0.1% 132
2023
Q4 		$8.73M Buy
2,956,698
+95,132
+3% +$242K 0.09% 132
2023
Q3 		$6.73M Buy
2,861,566
+171,640
+6% +$390K 0.07% 152
2023
Q2 		$6.18M Buy
2,689,926
+58,893
+2% +$118K 0.05% 171
2023
Q1 		$5.11M Buy
+2,631,033
New +$5.2M 0.04% 186

Other funds holding SBS

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
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 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
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Perpetual Ltd's SBS Position: Q3 2026 in Review

Perpetual Ltd reduced its Sabesp (SBS) stake by 0.3% in Q3 2026, selling an estimated $101K and leaving 6,304,591 shares worth $33.5M. The position accounts for 0.51% of the portfolio, ranked #50.

Perpetual Ltd first reported a position in SBS in Q1 2023 and has held it in 15 quarters since. The position peaked at $42.8M in Q3 2025. 34 funds tracked by Wall St. Rank hold SBS as of Q3 2026.

  • Perpetual Ltd held 6,304,591 shares of Sabesp worth $33.5M as of Q3 2026.
  • Perpetual Ltd sold 19,041 Sabesp shares in Q3 2026, an estimated $101K.
  • Sabesp made up 0.51% of Perpetual Ltd's portfolio in Q3 2026, its #50 holding.
  • Perpetual Ltd first reported a position in Sabesp in Q1 2023 and has held it in 15 quarters since.
  • Perpetual Ltd's Sabesp position peaked at $42.8M in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Sabesp as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.