LPL Financial LLC
Position in SBS — Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
CIK 1403438
FORT MILL, SC
Position in SBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,488,509
-$828,538 QoQ
Shares Held
430,538
-20.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 290 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SBS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026LPL Financial LLC holds $91,075,028 across 10 Utilities - Regulated Water names. SBS ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
466,253 | $61,349,569 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
405,949 | $15,551,906 | |
| 3 | AWR |
American States Water Co
|
56,489 | $4,667,686 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
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|
430,538 | $2,488,509 | |
| 5 | ARTNA |
Artesian Resources Corp
|
44,462 | $1,511,263 | |
| 6 | YORW |
York Water Co
|
45,144 | $1,383,663 | |
| 7 | MSEX |
Middlesex Water Co
|
22,605 | $1,269,496 | |
| 8 | CWT |
California Water Service Group
|
23,265 | $1,131,842 |
All Filings in SBS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,488,509 | 430,538 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,317,047 | 108,720 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,629,837 | 68,337 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,201,066 | 48,255 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $676,522 | 30,793 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $227,447 | 12,735 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||