Caldwell Trust
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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
Q3 		$1.17K Sell
56
-2
-3% -$38 ﹤0.01% 784
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 $53.4B AUM 28.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Caldwell Trust's PBR Position: Q3 2026 in Review

Caldwell Trust reduced its Petrobras (PBR) stake by 3.4% in Q3 2026, selling an estimated $38 and leaving 56 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Caldwell Trust first reported a position in PBR in Q4 2019 and has held it in 5 quarters since. The position peaked at $25.6K in Q4 2019. 482 funds tracked by Wall St. Rank hold PBR as of Q3 2026.

  • Caldwell Trust held 56 shares of Petrobras worth $1.17K as of Q3 2026.
  • Caldwell Trust sold 2 Petrobras shares in Q3 2026, an estimated $38.
  • Petrobras made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #784 holding.
  • Caldwell Trust first reported a position in Petrobras in Q4 2019 and has held it in 5 quarters since.
  • Caldwell Trust's Petrobras position peaked at $25.6K in Q4 2019.
  • 482 funds tracked by Wall St. Rank held Petrobras as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.