PAW
SBS icon

Plan A Wealth’s Sabesp SBS Stock Holding History

Plan A Wealth’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 		$76.5K Buy
14,413
+2,681
+23% +$14.2K 0.03% 201
2026
Q2 		$67.8K Buy
+11,732
New +$71K 0.03% 190

Other funds holding SBS

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Plan A Wealth's SBS Position: Q3 2026 in Review

Plan A Wealth increased its Sabesp (SBS) stake by 23% in Q3 2026, buying an estimated $14.2K and bringing the position to 14,413 shares worth $76.5K. The position accounts for 0.03% of the portfolio, ranked #201.

Plan A Wealth first reported a position in SBS in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold SBS as of Q3 2026.

  • Plan A Wealth held 14,413 shares of Sabesp worth $76.5K as of Q3 2026.
  • Plan A Wealth bought 2,681 Sabesp shares in Q3 2026, an estimated $14.2K.
  • Sabesp made up 0.03% of Plan A Wealth's portfolio in Q3 2026, its #201 holding.
  • Plan A Wealth first reported a position in Sabesp in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Sabesp as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.