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Integrated Wealth Concepts’s Petrobras PBR Stock Holding History

Integrated Wealth Concepts’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 		$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

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

Integrated Wealth Concepts's PBR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Petrobras (PBR) stake by 8.1% in Q1 2026, buying an estimated $74.2K and bringing the position to 61,839 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #977.

Integrated Wealth Concepts first reported a position in PBR in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.3M in Q3 2023. 545 funds tracked by Wall St. Rank hold PBR as of Q1 2026.

  • Integrated Wealth Concepts held 61,839 shares of Petrobras worth $1.28M as of Q1 2026.
  • Integrated Wealth Concepts bought 4,640 Petrobras shares in Q1 2026, an estimated $74.2K.
  • Petrobras made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #977 holding.
  • Integrated Wealth Concepts first reported a position in Petrobras in Q1 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Petrobras position peaked at $3.3M in Q3 2023.
  • 545 funds tracked by Wall St. Rank held Petrobras as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.