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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's PBR Position: Q2 2025 in Review

Congress Wealth Management reduced its Petrobras (PBR) stake by 2.4% in Q2 2025, selling an estimated $10.2K and leaving 33,966 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Congress Wealth Management first reported a position in PBR in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.38M in Q2 2022. 484 funds tracked by Wall St. Rank hold PBR as of Q2 2025.

Congress Wealth Management held 33,966 shares of Petrobras worth $425K as of Q2 2025.
Congress Wealth Management sold 848 Petrobras shares in Q2 2025, an estimated $10.2K.
Petrobras made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #974 holding.
Congress Wealth Management first reported a position in Petrobras in Q1 2022 and has held it in 8 quarters since.
Congress Wealth Management's Petrobras position peaked at $1.38M in Q2 2022.
484 funds tracked by Wall St. Rank held Petrobras as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.