Axxcess Wealth Management’s Petrobras PBR Stock Holding History

Axxcess Wealth Management’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 Q1	–	Sell	-18,055	Closed	-$214K	–	802
2025 Q4	$214K	Sell	18,055 -510	-3%	-$6.22K	﹤0.01%	973
2025 Q3	$235K	Sell	18,565 -675	-4%	-$8.48K	0.01%	839
2025 Q2	$241K	Sell	19,240 -1,240	-6%	-$14.9K	0.01%	786
2025 Q1	$294K	Buy	20,480 +345	+2%	+$4.76K	0.01%	687
2024 Q4	$259K	Buy	20,135 +8,055	+67%	+$112K	0.01%	713
2024 Q3	$174K	Buy	+12,080	New	+$178K	﹤0.01%	854
2024 Q2	–	Sell	-13,000	Closed	-$198K	–	916
2024 Q1	$198K	Sell	13,000 -18,700	-59%	-$304K	0.01%	824
2023 Q4	$506K	Buy	31,700 +14,577	+85%	+$223K	0.01%	508
2023 Q3	$257K	Buy	+17,123	New	+$244K	0.01%	640

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Axxcess Wealth Management's PBR Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Petrobras (PBR) in Q1 2026, closing a stake of 18,055 shares — an estimated $214K sold.

Axxcess Wealth Management first reported a position in PBR in Q3 2023 and held it in 9 quarters. The position peaked at $506K in Q4 2023. 548 funds tracked by Wall St. Rank hold PBR as of Q1 2026.

Axxcess Wealth Management reported no remaining Petrobras position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 18,055 Petrobras shares in Q1 2026, an estimated $214K.
Axxcess Wealth Management first reported a position in Petrobras in Q3 2023 and held it in 9 quarters.
Axxcess Wealth Management's Petrobras position peaked at $506K in Q4 2023.
548 funds tracked by Wall St. Rank held Petrobras as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.