AAS
PBR icon

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
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% +$6.13K 0.01% 225
2022
Q4 		$213K Buy
+20,000
New +$242K 0.01% 235

Other funds holding PBR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $225M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CPM
Connective Portfolio Management New York $60.1M AUM 88.93% 1-Year Est. Return

Annex Advisory Services's PBR Position: Q2 2026 in Review

Annex Advisory Services increased its Petrobras (PBR) stake by 2.4% in Q2 2026, buying an estimated $989K and bringing the position to 2,182,965 shares worth $35.3M. The position accounts for 0.6% of the portfolio, ranked #48.

Annex Advisory Services first reported a position in PBR in Q4 2022 and has held it in 14 quarters since. The position peaked at $44.2M in Q1 2026. 62 funds tracked by Wall St. Rank hold PBR as of Q2 2026.

  • Annex Advisory Services held 2,182,965 shares of Petrobras worth $35.3M as of Q2 2026.
  • Annex Advisory Services bought 50,612 Petrobras shares in Q2 2026, an estimated $989K.
  • Petrobras made up 0.6% of Annex Advisory Services's portfolio in Q2 2026, its #48 holding.
  • Annex Advisory Services first reported a position in Petrobras in Q4 2022 and has held it in 14 quarters since.
  • Annex Advisory Services's Petrobras position peaked at $44.2M in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Petrobras as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.