Steward Partners Investment Advisory, LLC
Position in SBS — Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
CIK 1723397
STAMFORD, CT
Position in SBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$188,139
-$10,206 QoQ
Shares Held
32,550
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 290 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $8,352,186 across 9 Utilities - Regulated Water names. SBS ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
49,662 | $6,534,525 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
35,247 | $1,350,312 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
This page
|
32,550 | $188,139 | |
| 4 | CWT |
California Water Service Group
|
3,650 | $177,572 | |
| 5 | MSEX |
Middlesex Water Co
|
971 | $54,531 | |
| 6 | AWR |
American States Water Co
|
430 | $35,530 | |
| 7 | HTO |
H2o America
|
184 | $11,181 | |
| 8 | PCYO |
Pure Cycle Corp
|
33 | $353 |
All Filings in SBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,139 | 32,550 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $198,345 | 6,501 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $150,612 | 6,315 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $151,903 | 6,103 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $134,082 | 6,103 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $108,999 | 6,103 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $87,455 | 6,103 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $100,943 | 6,103 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $82,085 | 6,103 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $102,713 | 6,103 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $90,648 | 5,952 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $78,198 | 6,452 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $76,391 | 6,452 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $71,591 | 7,152 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $76,240 | 7,152 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $65,154 | 7,152 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $57,144 | 7,152 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $89,964 | 9,152 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $67,175 | 9,152 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $84,039 | 11,870 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $87,838 | 11,870 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $87,007 | 11,870 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $134,605 | 15,670 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $99,616 | 12,002 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $126,141 | 12,002 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $88,574 | 12,002 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||