KF
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Krilogy Financial’s Petrobras PBR Stock Holding History

Krilogy Financial’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
Q4 		– Sell
-18,215
Closed -$221K – 970
2025
Q3 		$221K Sell
18,215
-1,600
-8% -$20.1K 0.01% 794
2025
Q2 		$248K Buy
19,815
+1,600
+9% +$19.2K 0.01% 244
2025
Q1 		$261K Sell
18,215
-4,005
-18% -$55.2K 0.02% 216
2024
Q4 		$286K Sell
22,220
-4,000
-15% -$55.9K 0.02% 211
2024
Q3 		$378K Buy
26,220
+2,600
+11% +$38.2K 0.03% 203
2024
Q2 		$342K Buy
23,620
+100
+0.4% +$1.56K 0.03% 217
2024
Q1 		$358K Buy
+23,520
New +$383K 0.03% 211
2018
Q4 		– Sell
-200
Closed -$2K – 521
2018
Q3 		$2K Buy
+200
New +$2.22K ﹤0.01% 735
2016
Q3 		– Sell
-170
Closed -$1K – 766
2016
Q2 		$1K Hold
170
– – ﹤0.01% 724
2016
Q1 		$1K Hold
170
– – ﹤0.01% 649
2015
Q4 		$1K Buy
+170
New +$827 ﹤0.01% 405

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Baillie Gifford & Co
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return