Bank of Montreal’s Petrobras PBR Stock Holding History

Bank of Montreal’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
2020 Q1	–	Sell	-23,500	Closed	-$375K	–	4544
2019 Q4	$375K	Buy	+23,500	New	+$359K	﹤0.01%	2818
2015 Q3	–	Sell	-150,000	Closed	-$1.36M	–	4108
2015 Q2	$1.36M	Buy	150,000 +30,000	+25%	+$269K	﹤0.01%	1535
2015 Q1	$721K	Hold	120,000	–	–	﹤0.01%	1775
2014 Q4	$876K	Sell	120,000 -644,200	-84%	-$6.94M	﹤0.01%	1788
2014 Q3	$10.8M	Buy	764,200 +324,200	+74%	+$5.43M	0.01%	768
2014 Q2	$6.44M	Buy	440,000 +90,000	+26%	+$1.31M	0.01%	997
2014 Q1	$4.6M	Buy	+350,000	New	+$4.09M	0.01%	968
2013 Q4	–	Sell	-30,000	Closed	-$465K	–	3875
2013 Q3	$465K	Buy	+30,000	New	+$427K	﹤0.01%	1845

Other funds holding PBR

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AIM

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

Bank of Montreal's PBR Position: Q1 2026 in Review

Bank of Montreal increased its Petrobras (PBR) stake by 3,612% in Q1 2026, buying an estimated $28.6M and bringing the position to 1,835,572 shares worth $38.1M. The position accounts for 0.01% of the portfolio, ranked #629.

Bank of Montreal first reported a position in PBR in Q2 2013 and has held it in 51 quarters since. 547 funds tracked by Wall St. Rank hold PBR as of Q1 2026.

Bank of Montreal held 1,835,572 shares of Petrobras worth $38.1M as of Q1 2026.
Bank of Montreal bought 1,786,118 Petrobras shares in Q1 2026, an estimated $28.6M.
Petrobras made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #629 holding.
Bank of Montreal first reported a position in Petrobras in Q2 2013 and has held it in 51 quarters since.
547 funds tracked by Wall St. Rank held Petrobras as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.