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Caldwell Trust’s Petrobras PBR Stock Holding History

Caldwell Trust’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 		$937 Sell
58
-57
-50% -$1.11K ﹤0.01% 794
2026
Q1 		$2.39K Hold
115
– – ﹤0.01% 755
2025
Q4 		$1.36K Buy
+115
New +$1.4K ﹤0.01% 736
2020
Q1 		– Sell
-1,607
Closed -$25.6K – 819
2019
Q4 		$25.6K Buy
+1,607
New +$24.5K ﹤0.01% 558

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Caldwell Trust's PBR Position: Q2 2026 in Review

Caldwell Trust reduced its Petrobras (PBR) stake by 50% in Q2 2026, selling an estimated $1.11K and leaving 58 shares worth $937. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Caldwell Trust first reported a position in PBR in Q4 2019 and has held it in 4 quarters since. The position peaked at $25.6K in Q4 2019. 560 funds tracked by Wall St. Rank hold PBR as of Q2 2026.

  • Caldwell Trust held 58 shares of Petrobras worth $937 as of Q2 2026.
  • Caldwell Trust sold 57 Petrobras shares in Q2 2026, an estimated $1.11K.
  • Petrobras made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #794 holding.
  • Caldwell Trust first reported a position in Petrobras in Q4 2019 and has held it in 4 quarters since.
  • Caldwell Trust's Petrobras position peaked at $25.6K in Q4 2019.
  • 560 funds tracked by Wall St. Rank held Petrobras as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.