Capstone Investment Advisors
PBR icon

Capstone Investment Advisors’s Petrobras PBR Stock Holding History

Capstone Investment Advisors’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
2014
Q1 		– Sell
-350,700
Closed -$4.83M – 503
2013
Q4 		$4.83M Sell
350,700
-142,000
-29% -$2.2M 0.05% 210
2013
Q3 		$7.63M Sell
492,700
-38,300
-7% -$546K 0.08% 139
2013
Q2 		$7.13M Buy
+531,000
New +$9.05M 0.08% 118

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lazard Asset Management
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
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Investment Advisors's PBR Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Petrobras (PBR) in Q4 2025, closing a stake of 33,948 shares — an estimated $430K sold.

Capstone Investment Advisors first reported a position in PBR in Q2 2013 and held it in 5 quarters. The position peaked at $3.04M in Q3 2013. 489 funds tracked by Wall St. Rank hold PBR as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Petrobras position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 33,948 Petrobras shares in Q4 2025, an estimated $430K.
  • Capstone Investment Advisors first reported a position in Petrobras in Q2 2013 and held it in 5 quarters.
  • Capstone Investment Advisors's Petrobras position peaked at $3.04M in Q3 2013.
  • 489 funds tracked by Wall St. Rank held Petrobras as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.