AWM
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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 – 811
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 – 917
2024
Q1 		$198K Sell
13,000
-18,700
-59% -$304K 0.01% 824
2023
Q4 		$506K Buy
31,700
+14,577
+85% +$223K 0.02% 508
2023
Q3 		$257K Buy
+17,123
New +$244K 0.01% 640

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return