Perpetual Ltd’s Sigma Lithium SGML Stock Holding History

Perpetual Ltd’s Portfolio SGML Stock Details SGML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$361K	Buy	+38,433	New	+$419K	0.01%	344
2025 Q4	–	Sell	-184,900	Closed	-$1.19M	–	462
2025 Q3	$1.19M	Buy	+184,900	New	+$1.11M	0.01%	231
2025 Q1	–	Sell	-30,160	Closed	-$338K	–	435
2024 Q4	$338K	Sell	30,160 -139,430	-82%	-$1.82M	﹤0.01%	361
2024 Q3	$2.1M	Buy	+169,590	New	+$1.85M	0.02%	189
2023 Q4	–	Sell	-41,960	Closed	-$1.36M	–	481
2023 Q3	$1.36M	Buy	41,960 +30,530	+267%	+$1.09M	0.01%	243
2023 Q2	$461K	Sell	11,430 -3,028	-21%	-$115K	﹤0.01%	387
2023 Q1	$544K	Buy	+14,458	New	+$463K	﹤0.01%	389

Other funds holding SGML

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Perpetual Ltd's SGML Position: Q3 2026 in Review

Perpetual Ltd opened a new position in Sigma Lithium (SGML) in Q3 2026: 38,433 shares worth $361K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings. This is a return to the name: Perpetual Ltd previously reported a position in SGML as recently as Q3 2025.

Perpetual Ltd first reported a position in SGML in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.1M in Q3 2024. 11 funds tracked by Wall St. Rank hold SGML as of Q3 2026.

Perpetual Ltd held 38,433 shares of Sigma Lithium worth $361K as of Q3 2026.
Sigma Lithium was a new Perpetual Ltd position in Q3 2026.
Sigma Lithium made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #344 holding.
Perpetual Ltd first reported a position in Sigma Lithium in Q1 2023 and has held it in 7 quarters since.
Perpetual Ltd's Sigma Lithium position peaked at $2.1M in Q3 2024.
11 funds tracked by Wall St. Rank held Sigma Lithium as of Q3 2026.

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