Integrated Wealth Concepts’s Petrobras PBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.25M Buy
77,136
+15,297
+25% +$299K 0.01% 1073
2026
Q1
$1.28M Buy
61,839
+4,640
+8% +$74.2K 0.01% 977
2025
Q4
$678K Sell
57,199
-4,512
-7% -$55.1K 0.01% 947
2025
Q3
$781K Buy
61,711
+5,225
+9% +$65.6K 0.01% 1116
2025
Q2
$707K Sell
56,486
-3,709
-6% -$44.4K 0.01% 1093
2025
Q1
$863K Sell
60,195
-103,647
-63% -$1.43M 0.01% 890
2024
Q4
$2.11M Sell
163,842
-4,718
-3% -$65.9K 0.02% 537
2024
Q3
$2.43M Sell
168,560
-2,883
-2% -$42.4K 0.03% 495
2024
Q2
$2.48M Sell
171,443
-5,541
-3% -$86.2K 0.03% 445
2024
Q1
$2.69M Sell
176,984
-4,174
-2% -$67.9K 0.04% 418
2023
Q4
$2.89M Sell
181,158
-38,946
-18% -$596K 0.05% 356
2023
Q3
$3.3M Buy
220,104
+22,686
+11% +$323K 0.06% 306
2023
Q2
$2.73M Sell
197,418
-763
-0.4% -$9.28K 0.05% 354
2023
Q1
$2.07M Buy
+198,181
New +$2.16M 0.04% 395

Other funds holding PBR

Integrated Wealth Concepts's PBR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Petrobras (PBR) stake by 25% in Q2 2026, buying an estimated $299K and bringing the position to 77,136 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1073.

Integrated Wealth Concepts first reported a position in PBR in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.3M in Q3 2023. 560 funds tracked by Wall St. Rank hold PBR as of Q2 2026.

  • Integrated Wealth Concepts held 77,136 shares of Petrobras worth $1.25M as of Q2 2026.
  • Integrated Wealth Concepts bought 15,297 Petrobras shares in Q2 2026, an estimated $299K.
  • Petrobras made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1073 holding.
  • Integrated Wealth Concepts first reported a position in Petrobras in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Petrobras position peaked at $3.3M in Q3 2023.
  • 560 funds tracked by Wall St. Rank held Petrobras as of Q2 2026.

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