Sequoia Financial Advisors’s Sabesp SBS Stock Holding History

Sequoia Financial Advisors’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	$565K	Buy	92,580 +717	+0.8%	+$3.94K	﹤0.01%	1203
2025 Q4	$437K	Sell	91,863 -630	-0.7%	-$3.04K	﹤0.01%	1353
2025 Q3	$446K	Buy	92,493 +26,299	+40%	+$111K	﹤0.01%	1192
2025 Q2	$282K	Buy	66,194 +3,176	+5%	+$12.3K	﹤0.01%	1296
2025 Q1	$218K	Sell	63,018 -7,245	-10%	-$23.1K	﹤0.01%	1219
2024 Q4	$195K	Sell	70,263 -15,897	-18%	-$48.5K	﹤0.01%	1234
2024 Q3	$276K	Buy	86,160 +10,210	+13%	+$32.6K	﹤0.01%	1010
2024 Q2	$198K	Sell	75,950 -532	-0.7%	-$1.56K	﹤0.01%	1109
2024 Q1	$250K	Buy	76,482 +6,802	+10%	+$20.8K	﹤0.01%	945
2023 Q4	$206K	Buy	+69,680	New	+$177K	﹤0.01%	1099

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