Avantax Advisory Services’s Petrobras PBR Stock Holding History

Avantax 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
2025 Q2	$2.33M	Buy	186,259 +42,161	+29%	+$505K	0.01%	728
2025 Q1	$2.07M	Buy	144,098 +34,787	+32%	+$480K	0.01%	721
2024 Q4	$1.41M	Sell	109,311 -45,407	-29%	-$634K	0.01%	890
2024 Q3	$2.23M	Buy	154,718 +13,933	+10%	+$205K	0.01%	648
2024 Q2	$2.04M	Buy	140,785 +99,519	+241%	+$1.55M	0.01%	656
2024 Q1	$628K	Buy	41,266 +9,874	+31%	+$161K	0.01%	940
2023 Q4	$501K	Buy	31,392 +2,650	+9%	+$40.6K	0.01%	980
2023 Q3	$431K	Buy	28,742 +15,257	+113%	+$217K	﹤0.01%	1009
2023 Q2	$186K	Buy	+13,485	New	+$164K	﹤0.01%	1413
2023 Q1	–	Sell	-38,687	Closed	-$412K	–	1526
2022 Q4	$412K	Buy	38,687 +23,969	+163%	+$289K	0.01%	953
2022 Q3	$182K	Buy	+14,718	New	+$195K	﹤0.01%	1231
2022 Q2	–	Sell	-17,788	Closed	-$262K	–	1369
2022 Q1	$262K	Buy	+17,788	New	+$238K	﹤0.01%	1071

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's PBR Position: Q2 2025 in Review

Avantax Advisory Services increased its Petrobras (PBR) stake by 29% in Q2 2025, buying an estimated $505K and bringing the position to 186,259 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #728.

Avantax Advisory Services first reported a position in PBR in Q1 2022 and has held it in 12 quarters since. 483 funds tracked by Wall St. Rank hold PBR as of Q2 2025.

Avantax Advisory Services held 186,259 shares of Petrobras worth $2.33M as of Q2 2025.
Avantax Advisory Services bought 42,161 Petrobras shares in Q2 2025, an estimated $505K.
Petrobras made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #728 holding.
Avantax Advisory Services first reported a position in Petrobras in Q1 2022 and has held it in 12 quarters since.
483 funds tracked by Wall St. Rank held Petrobras as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.