Capital Wealth Planning’s Petrobras PBR Stock Holding History

Capital Wealth Planning’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	-257,372	Closed	-$3.07M	–	170
2025 Q4	$3.07M	Buy	257,372 +70,355	+38%	+$859K	0.02%	111
2025 Q3	$2.37M	Sell	187,017 -68,933	-27%	-$866K	0.02%	112
2025 Q2	$3.2M	Sell	255,950 -54,176	-17%	-$649K	0.03%	74
2025 Q1	$4.45M	Sell	310,126 -32,626	-10%	-$450K	0.04%	51
2024 Q4	$4.41M	Buy	342,752 +72,930	+27%	+$1.02M	0.04%	46
2024 Q3	$3.89M	Buy	269,822 +42,841	+19%	+$630K	0.04%	48
2024 Q2	$3.29M	Sell	226,981 -63,119	-22%	-$982K	0.03%	49
2024 Q1	$4.41M	Buy	290,100 +86,117	+42%	+$1.4M	0.05%	42
2023 Q4	$3.26M	Buy	203,983 +86,066	+73%	+$1.32M	0.04%	43
2023 Q3	$1.77M	Buy	117,917 +62,481	+113%	+$889K	0.02%	44
2023 Q2	$767K	Buy	55,436 +6,332	+13%	+$77K	0.01%	64
2023 Q1	$512K	Buy	49,104 +35,712	+267%	+$388K	0.01%	85
2022 Q4	$143K	Buy	+13,392	New	+$162K	﹤0.01%	99

Other funds holding PBR

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 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

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return

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

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return