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Congress Wealth Management’s Petrobras PBR Stock Holding History

Congress Wealth Management’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
2025
Q2 		$425K Sell
33,966
-848
-2% -$10.2K ﹤0.01% 974
2025
Q1 		$499K Buy
34,814
+11,293
+48% +$156K 0.01% 817
2024
Q4 		$302K Sell
23,521
-12,354
-34% -$173K ﹤0.01% 765
2024
Q3 		$517K Buy
+35,875
New +$528K 0.01% 633
2023
Q3 		– Sell
-47,407
Closed -$656K – 618
2023
Q2 		$656K Buy
+47,407
New +$577K 0.02% 386
2022
Q4 		– Sell
-65,061
Closed -$803K – 575
2022
Q3 		$803K Sell
65,061
-52,992
-45% -$701K 0.02% 353
2022
Q2 		$1.38M Buy
118,053
+54,041
+84% +$748K 0.04% 311
2022
Q1 		$947K Buy
+64,012
New +$858K 0.02% 358

Other funds holding PBR

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $60.7B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return