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Hennion & Walsh Asset Management’s Petrobras PBR Stock Holding History

Hennion & Walsh Asset 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
Q3 		– Sell
-36,653
Closed -$459K – 963
2025
Q2 		$459K Sell
36,653
-11,557
-24% -$138K 0.02% 698
2025
Q1 		$691K Sell
48,210
-102,327
-68% -$1.41M 0.03% 561
2024
Q4 		$1.94M Sell
150,537
-39,402
-21% -$550K 0.09% 296
2024
Q3 		$2.74M Sell
189,939
-3,067
-2% -$45.1K 0.13% 209
2024
Q2 		$2.8M Sell
193,006
-1,151
-0.6% -$17.9K 0.14% 184
2024
Q1 		$2.95M Sell
194,157
-4,716
-2% -$76.7K 0.16% 173
2023
Q4 		$3.18M Buy
198,873
+13,531
+7% +$207K 0.18% 152
2023
Q3 		$2.78M Buy
185,342
+46,285
+33% +$658K 0.18% 150
2023
Q2 		$1.92M Buy
139,057
+59,944
+76% +$729K 0.11% 219
2023
Q1 		$825K Buy
79,113
+51,353
+185% +$559K 0.05% 401
2022
Q4 		$296K Buy
+27,760
New +$335K 0.02% 632

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hennion & Walsh Asset Management's PBR Position: Q3 2025 in Review

Hennion & Walsh Asset Management sold out of Petrobras (PBR) in Q3 2025, closing a stake of 36,653 shares — an estimated $459K sold.

Hennion & Walsh Asset Management first reported a position in PBR in Q4 2022 and held it in 11 quarters. The position peaked at $3.18M in Q4 2023. 476 funds tracked by Wall St. Rank hold PBR as of Q3 2025.

  • Hennion & Walsh Asset Management reported no remaining Petrobras position as of Q3 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 36,653 Petrobras shares in Q3 2025, an estimated $459K.
  • Hennion & Walsh Asset Management first reported a position in Petrobras in Q4 2022 and held it in 11 quarters.
  • Hennion & Walsh Asset Management's Petrobras position peaked at $3.18M in Q4 2023.
  • 476 funds tracked by Wall St. Rank held Petrobras as of Q3 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2025, filed 22 Oct 2025.