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Legacy Financial Advisors’s Petrobras PBR Stock Holding History

Legacy Financial Advisors’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
-15,833
Closed -$200K – 435
2025
Q3 		$200K Buy
+15,833
New +$199K 0.03% 405
2025
Q1 		– Sell
-11,208
Closed -$144K – 372
2024
Q4 		$144K Buy
11,208
+469
+4% +$6.55K 0.02% 338
2024
Q3 		$155K Buy
+10,739
New +$158K 0.03% 349
2019
Q2 		– Sell
-65
Closed -$1K – 679
2019
Q1 		$1K Hold
65
– – ﹤0.01% 1001
2018
Q4 		$1K Hold
65
– – ﹤0.01% 927
2018
Q3 		$0 Hold
65
– – ﹤0.01% 937
2018
Q2 		$1K Hold
65
– – ﹤0.01% 887
2018
Q1 		$0 Hold
65
– – ﹤0.01% 881
2017
Q4 		$0 Buy
+65
New +$664 ﹤0.01% 848

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Financial Advisors's PBR Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Petrobras (PBR) in Q4 2025, closing a stake of 15,833 shares — an estimated $200K sold.

Legacy Financial Advisors first reported a position in PBR in Q4 2017 and held it in 9 quarters. The position peaked at $200K in Q3 2025. 490 funds tracked by Wall St. Rank hold PBR as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Petrobras position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 15,833 Petrobras shares in Q4 2025, an estimated $200K.
  • Legacy Financial Advisors first reported a position in Petrobras in Q4 2017 and held it in 9 quarters.
  • Legacy Financial Advisors's Petrobras position peaked at $200K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Petrobras as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.