James Investment Research’s Petrobras PBR Stock Holding History

James Investment Research’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	$353K	Sell	21,814 -1,405	-6%	-$27.5K	0.04%	300
2026 Q1	$482K	Hold	23,219	–	–	0.05%	260
2025 Q4	$275K	Sell	23,219 -3,356	-13%	-$41K	0.03%	310
2025 Q3	$336K	Sell	26,575 -11	-0%	-$138	0.04%	283
2025 Q2	$333K	Hold	26,586	–	–	0.04%	265
2025 Q1	$381K	Sell	26,586 -9	-0%	-$124	0.05%	232
2024 Q4	$342K	Sell	26,595 -349	-1%	-$4.87K	0.04%	257
2024 Q3	$388K	Sell	26,944 -880	-3%	-$12.9K	0.04%	244
2024 Q2	$403K	Sell	27,824 -14,723	-35%	-$229K	0.05%	236
2024 Q1	$647K	Buy	+42,547	New	+$692K	0.08%	186
2019 Q2	–	Sell	-4,185	Closed	-$67K	–	758
2019 Q1	$67K	Hold	4,185	–	–	﹤0.01%	616
2018 Q4	$54K	Hold	4,185	–	–	﹤0.01%	628
2018 Q3	$51K	Hold	4,185	–	–	﹤0.01%	681
2018 Q2	$42K	Buy	+4,185	New	+$53.6K	﹤0.01%	695
2015 Q1	–	Sell	-700	Closed	-$5K	–	531
2014 Q4	$5K	Hold	700	–	–	﹤0.01%	500
2014 Q3	$10K	Hold	700	–	–	﹤0.01%	491
2014 Q2	$10K	Hold	700	–	–	﹤0.01%	491
2014 Q1	$9K	Hold	700	–	–	﹤0.01%	493
2013 Q4	$10K	Hold	700	–	–	﹤0.01%	491
2013 Q3	$11K	Hold	700	–	–	﹤0.01%	482
2013 Q2	$9K	Buy	+700	New	+$11.9K	﹤0.01%	483

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

James Investment Research's PBR Position: Q2 2026 in Review

James Investment Research reduced its Petrobras (PBR) stake by 6.1% in Q2 2026, selling an estimated $27.5K and leaving 21,814 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #300.

James Investment Research first reported a position in PBR in Q2 2013 and has held it in 21 quarters since. The position peaked at $647K in Q1 2024. 556 funds tracked by Wall St. Rank hold PBR as of Q2 2026.

James Investment Research held 21,814 shares of Petrobras worth $353K as of Q2 2026.
James Investment Research sold 1,405 Petrobras shares in Q2 2026, an estimated $27.5K.
Petrobras made up 0.04% of James Investment Research's portfolio in Q2 2026, its #300 holding.
James Investment Research first reported a position in Petrobras in Q2 2013 and has held it in 21 quarters since.
James Investment Research's Petrobras position peaked at $647K in Q1 2024.
556 funds tracked by Wall St. Rank held Petrobras as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.