Creative Planning
PBR icon

Creative Planning’s Petrobras PBR Stock Holding History

Creative 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 		$5.06M Buy
243,705
+57,732
+31% +$923K ﹤0.01% 1192
2025
Q4 		$2.2M Buy
185,973
+45,977
+33% +$561K ﹤0.01% 1650
2025
Q3 		$1.77M Buy
139,996
+5,469
+4% +$68.7K ﹤0.01% 1639
2025
Q2 		$1.68M Sell
134,527
-8,808
-6% -$106K ﹤0.01% 1453
2025
Q1 		$2.06M Sell
143,335
-1,427
-1% -$19.7K ﹤0.01% 1155
2024
Q4 		$1.86M Sell
144,762
-10,251
-7% -$143K ﹤0.01% 1173
2024
Q3 		$2.23M Buy
155,013
+37,181
+32% +$547K ﹤0.01% 1008
2024
Q2 		$1.71M Sell
117,832
-4,117
-3% -$64K ﹤0.01% 1074
2024
Q1 		$1.85M Buy
121,949
+8,324
+7% +$135K ﹤0.01% 992
2023
Q4 		$1.81M Buy
113,625
+35,324
+45% +$541K ﹤0.01% 951
2023
Q3 		$1.17M Buy
78,301
+7,956
+11% +$113K ﹤0.01% 1096
2023
Q2 		$973K Buy
70,345
+21,661
+44% +$264K ﹤0.01% 1142
2023
Q1 		$508K Buy
48,684
+18,805
+63% +$205K ﹤0.01% 1453
2022
Q4 		$318K Sell
29,879
-8,312
-22% -$100K ﹤0.01% 1686
2022
Q3 		$471K Buy
38,191
+19,165
+101% +$254K ﹤0.01% 1373
2022
Q2 		$222K Sell
19,026
-7,330
-28% -$101K ﹤0.01% 1816
2022
Q1 		$390K Buy
26,356
+184
+0.7% +$2.47K ﹤0.01% 1465
2021
Q4 		$287K Sell
26,172
-5,776
-18% -$61K ﹤0.01% 1653
2021
Q3 		$330K Buy
31,948
+500
+2% +$5.33K ﹤0.01% 1533
2021
Q2 		$385K Buy
31,448
+8,103
+35% +$79.6K ﹤0.01% 1420
2021
Q1 		$198K Buy
23,345
+900
+4% +$8.6K ﹤0.01% 2101
2020
Q4 		$252K Sell
22,445
-2,515
-10% -$22.3K ﹤0.01% 1732
2020
Q3 		$178K Buy
24,960
+10,635
+74% +$90.4K ﹤0.01% 1707
2020
Q2 		$118K Buy
14,325
+65
+0.5% +$471 ﹤0.01% 1632
2020
Q1 		$78K Sell
14,260
-287
-2% -$3.43K ﹤0.01% 1572
2019
Q4 		$232K Sell
14,547
-581
-4% -$8.87K ﹤0.01% 1558
2019
Q3 		$219K Buy
15,128
+859
+6% +$12.6K ﹤0.01% 1552
2019
Q2 		$222K Sell
14,269
-558
-4% -$8.51K ﹤0.01% 1549
2019
Q1 		$236K Sell
14,827
-2,156
-13% -$34.2K ﹤0.01% 1483
2018
Q4 		$221K Buy
16,983
+86
+0.5% +$1.25K ﹤0.01% 1422
2018
Q3 		$204K Sell
16,897
-3,598
-18% -$39.9K ﹤0.01% 1669
2018
Q2 		$206K Buy
20,495
+7,720
+60% +$98.8K ﹤0.01% 1631
2018
Q1 		$181K Sell
12,775
-15,089
-54% -$199K ﹤0.01% 1639
2017
Q4 		$287K Sell
27,864
-4,557
-14% -$46.6K ﹤0.01% 1387
2017
Q3 		$326K Buy
32,421
+1,933
+6% +$17.5K ﹤0.01% 1278
2017
Q2 		$244K Sell
30,488
-29,532
-49% -$263K ﹤0.01% 1402
2017
Q1 		$582K Sell
60,020
-44,403
-43% -$456K ﹤0.01% 910
2016
Q4 		$1.06M Buy
104,423
+85,706
+458% +$915K 0.01% 600
2016
Q3 		$175K Buy
18,717
+470
+3% +$4.12K ﹤0.01% 1470
2016
Q2 		$131K Sell
18,247
-7,200
-28% -$47.6K ﹤0.01% 1499
2016
Q1 		$149K Sell
25,447
-25,120
-50% -$101K ﹤0.01% 1381
2015
Q4 		$217K Sell
50,567
-38,071
-43% -$185K ﹤0.01% 1152
2015
Q3 		$386K Buy
88,638
+64,963
+274% +$396K ﹤0.01% 852
2015
Q2 		$214K Sell
23,675
-171,166
-88% -$1.53M ﹤0.01% 855
2015
Q1 		$1.17M Buy
194,841
+184,139
+1,721% +$1.17M 0.01% 415
2014
Q4 		$78K Sell
10,702
-69,028
-87% -$744K ﹤0.01% 1695
2014
Q3 		$1.13M Sell
79,730
-7,797
-9% -$130K 0.01% 360
2014
Q2 		$1.28M Sell
87,527
-7,968
-8% -$116K 0.02% 325
2014
Q1 		$1.26M Buy
95,495
+22,500
+31% +$263K 0.02% 306
2013
Q4 		$1.01M Buy
72,995
+66,821
+1,082% +$1.04M 0.02% 302
2013
Q3 		$96K Sell
6,174
-196
-3% -$2.79K ﹤0.01% 1140
2013
Q2 		$85K Buy
+6,370
New +$109K ﹤0.01% 1077

Other funds holding PBR

GQG Partners
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $60.8B 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
Morgan Stanley
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
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Creative Planning's PBR Position: Q1 2026 in Review

Creative Planning increased its Petrobras (PBR) stake by 31% in Q1 2026, buying an estimated $923K and bringing the position to 243,705 shares worth $5.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Creative Planning first reported a position in PBR in Q2 2013 and has held it in 52 quarters since. 545 funds tracked by Wall St. Rank hold PBR as of Q1 2026.

  • Creative Planning held 243,705 shares of Petrobras worth $5.06M as of Q1 2026.
  • Creative Planning bought 57,732 Petrobras shares in Q1 2026, an estimated $923K.
  • Petrobras made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1192 holding.
  • Creative Planning first reported a position in Petrobras in Q2 2013 and has held it in 52 quarters since.
  • 545 funds tracked by Wall St. Rank held Petrobras as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.