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EP Wealth Advisors’s Petrobras PBR Stock Holding History

EP Wealth 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
2026
Q1 		$205K Buy
+9,867
New +$158K ﹤0.01% 1400
2025
Q2 		$225K Buy
+17,992
New +$216K ﹤0.01% 1185
2022
Q3 		– Sell
-21,402
Closed -$250K – 540
2022
Q2 		$250K Buy
+21,402
New +$296K 0.01% 526

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

EP Wealth Advisors's PBR Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Petrobras (PBR) in Q1 2026: 9,867 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1400 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PBR as recently as Q2 2025.

EP Wealth Advisors first reported a position in PBR in Q2 2022 and has held it in 3 quarters since. The position peaked at $250K in Q2 2022. 545 funds tracked by Wall St. Rank hold PBR as of Q1 2026.

  • EP Wealth Advisors held 9,867 shares of Petrobras worth $205K as of Q1 2026.
  • Petrobras was a new EP Wealth Advisors position in Q1 2026.
  • Petrobras made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1400 holding.
  • EP Wealth Advisors first reported a position in Petrobras in Q2 2022 and has held it in 3 quarters since.
  • EP Wealth Advisors's Petrobras position peaked at $250K in Q2 2022.
  • 545 funds tracked by Wall St. Rank held Petrobras as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.