Annex Advisory Services
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Annex Advisory Services’s Petrobras PBR Stock Holding History

Annex Advisory Services’s Portfolio PBR Stock Details PBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$54M Buy
2,589,233
+406,268
+19% +$7.72M 0.88% 33
2026
Q2 		$35.3M Buy
2,182,965
+50,612
+2% +$989K 0.6% 48
2026
Q1 		$44.2M Buy
2,132,353
+23,774
+1% +$380K 0.83% 35
2025
Q4 		$25M Buy
2,108,579
+114,311
+6% +$1.4M 0.48% 56
2025
Q3 		$25.2M Buy
1,994,268
+137,370
+7% +$1.73M 0.54% 52
2025
Q2 		$23.2M Buy
1,856,898
+38,340
+2% +$459K 0.56% 48
2025
Q1 		$26.1M Buy
1,818,558
+309,752
+21% +$4.27M 0.74% 43
2024
Q4 		$19.4M Buy
1,508,806
+542,118
+56% +$7.57M 0.58% 42
2024
Q3 		$13.9M Buy
966,688
+76,271
+9% +$1.12M 0.45% 51
2024
Q2 		$12.9M Buy
890,417
+538,002
+153% +$8.37M 0.45% 48
2024
Q1 		$5.36M Buy
352,415
+39,219
+13% +$638K 0.19% 79
2023
Q4 		$5M Buy
+313,196
New +$4.8M 0.21% 75
2023
Q3 		– Sell
-11,353
Closed -$157K – 266
2023
Q2 		$157K Sell
11,353
-9,211
-45% -$112K 0.01% 245
2023
Q1 		$214K Buy
20,564
+564
+3% +$6.14K 0.01% 225
2022
Q4 		$213K Buy
+20,000
New +$242K 0.01% 235

Other funds holding PBR

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
RWC Asset Advisors
RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $297M AUM 52.93% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Annex Advisory Services's PBR Position: Q3 2026 in Review

Annex Advisory Services increased its Petrobras (PBR) stake by 19% in Q3 2026, buying an estimated $7.72M and bringing the position to 2,589,233 shares worth $54M. The position accounts for 0.88% of the portfolio, ranked #33.

Annex Advisory Services first reported a position in PBR in Q4 2022 and has held it in 15 quarters since. 124 funds tracked by Wall St. Rank hold PBR as of Q3 2026.

  • Annex Advisory Services held 2,589,233 shares of Petrobras worth $54M as of Q3 2026.
  • Annex Advisory Services bought 406,268 Petrobras shares in Q3 2026, an estimated $7.72M.
  • Petrobras made up 0.88% of Annex Advisory Services's portfolio in Q3 2026, its #33 holding.
  • Annex Advisory Services first reported a position in Petrobras in Q4 2022 and has held it in 15 quarters since.
  • 124 funds tracked by Wall St. Rank held Petrobras as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.