Pinnacle Wealth Planning Services’s Sabesp SBS Stock Holding History

Pinnacle Wealth Planning Services’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	$66.9K	Buy	10,960 +1,425	+15%	+$7.83K	0.01%	1030
2025 Q4	$45.4K	Sell	9,535 -88,264	-90%	-$426K	﹤0.01%	1261
2025 Q3	$63.1K	Sell	97,799 -57,103	-37%	-$240K	0.01%	480
2025 Q2	$65.6K	Buy	154,902 +1,093	+0.7%	+$4.23K	0.01%	448
2025 Q1	$53.3K	Buy	153,809 +99,387	+183%	+$316K	0.01%	391
2024 Q4	$29.1K	Sell	54,422 -11,953	-18%	-$36.5K	﹤0.01%	387
2024 Q3	$24.7K	Sell	66,375 -51,359	-44%	-$164K	﹤0.01%	531
2024 Q2	$27.7K	Buy	+117,734	New	+$345K	﹤0.01%	508
2021 Q1	–	Sell	-22,503	Closed	-$37K	–	1642
2020 Q4	$37K	Buy	+22,503	New	+$36.5K	0.01%	925

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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