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Sowell Financial Services’s Sabesp SBS Stock Holding History

Sowell Financial 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
2025
Q2 		– Sell
-129,975
Closed -$450K – 1095
2025
Q1 		$450K Sell
129,975
-6,296
-5% -$20K 0.02% 610
2024
Q4 		$379K Sell
136,271
-5,817
-4% -$17.7K 0.02% 438
2024
Q3 		$456K Sell
142,088
-30,831
-18% -$98.4K 0.02% 455
2024
Q2 		$460K Sell
172,919
-8,487
-5% -$24.8K 0.02% 443
2024
Q1 		$592K Buy
181,406
+3,222
+2% +$9.84K 0.03% 430
2023
Q4 		$526K Hold
178,184
– – 0.03% 424
2023
Q3 		$419K Hold
178,184
– – 0.03% 426
2023
Q2 		$418K Hold
178,184
– – 0.02% 480
2023
Q1 		$346K Hold
178,184
– – 0.03% 523
2022
Q4 		$368K Hold
178,184
– – 0.02% 461
2022
Q3 		$315K Hold
178,184
– – 0.03% 364
2022
Q2 		$282K Buy
+178,184
New +$321K 0.03% 260
2022
Q1 		– Sell
-141,443
Closed -$201K – 435
2021
Q4 		$201K Sell
141,443
-36,741
-21% -$47.7K 0.01% 506
2021
Q3 		$245K Buy
178,184
+4,641
+3% +$6.16K 0.02% 463
2021
Q2 		$252K Buy
173,543
+4,125
+2% +$6.14K 0.02% 490
2021
Q1 		$257K Buy
+169,418
New +$244K 0.01% 911

Other funds holding SBS

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sowell Financial Services's SBS Position: Q2 2025 in Review

Sowell Financial Services sold out of Sabesp (SBS) in Q2 2025, closing a stake of 129,975 shares — an estimated $450K sold.

Sowell Financial Services first reported a position in SBS in Q1 2021 and held it in 16 quarters. The position peaked at $592K in Q1 2024. 200 funds tracked by Wall St. Rank hold SBS as of Q2 2025.

  • Sowell Financial Services reported no remaining Sabesp position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 129,975 Sabesp shares in Q2 2025, an estimated $450K.
  • Sowell Financial Services first reported a position in Sabesp in Q1 2021 and held it in 16 quarters.
  • Sowell Financial Services's Sabesp position peaked at $592K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Sabesp as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.