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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
Q2 		$9.31M Buy
+576,245
New +$11.3M 0.05% 102
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
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

Capital Wealth Planning's PBR Position: Q2 2026 in Review

Capital Wealth Planning opened a new position in Petrobras (PBR) in Q2 2026: 576,245 shares worth $9.31M. The stake represents 0.05% of the portfolio and ranks #102 among its holdings. This is a return to the name: Capital Wealth Planning previously reported a position in PBR as recently as Q4 2025.

Capital Wealth Planning first reported a position in PBR in Q4 2022 and has held it in 14 quarters since. 556 funds tracked by Wall St. Rank hold PBR as of Q2 2026.

  • Capital Wealth Planning held 576,245 shares of Petrobras worth $9.31M as of Q2 2026.
  • Petrobras was a new Capital Wealth Planning position in Q2 2026.
  • Petrobras made up 0.05% of Capital Wealth Planning's portfolio in Q2 2026, its #102 holding.
  • Capital Wealth Planning first reported a position in Petrobras in Q4 2022 and has held it in 14 quarters since.
  • 556 funds tracked by Wall St. Rank held Petrobras as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.