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
2018 Q4	–	Sell	-1,000	Closed	-$2K	–	2066
2018 Q3	$2K	Sell	1,000 -3,000	-75%	-$33.3K	﹤0.01%	2040
2018 Q2	$11K	Buy	+4,000	New	+$51.2K	﹤0.01%	1945
2017 Q3	–	Sell	-1,300	Closed	-$2K	–	3167
2017 Q2	$2K	Buy	+1,300	New	+$11.6K	﹤0.01%	4323

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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.