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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
Q2 		$171K Buy
10,582
+715
+7% +$14K ﹤0.01% 1554
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 $53.8B AUM 19.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EP Wealth Advisors's PBR Position: Q2 2026 in Review

EP Wealth Advisors increased its Petrobras (PBR) stake by 7.2% in Q2 2026, buying an estimated $14K and bringing the position to 10,582 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

EP Wealth Advisors first reported a position in PBR in Q2 2022 and has held it in 4 quarters since. The position peaked at $250K in Q2 2022. 559 funds tracked by Wall St. Rank hold PBR as of Q2 2026.

  • EP Wealth Advisors held 10,582 shares of Petrobras worth $171K as of Q2 2026.
  • EP Wealth Advisors bought 715 Petrobras shares in Q2 2026, an estimated $14K.
  • Petrobras made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1554 holding.
  • EP Wealth Advisors first reported a position in Petrobras in Q2 2022 and has held it in 4 quarters since.
  • EP Wealth Advisors's Petrobras position peaked at $250K in Q2 2022.
  • 559 funds tracked by Wall St. Rank held Petrobras as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.