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Legacy Wealth Asset Management’s Petrobras PBR Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$842K Buy
40,347
+127
+0.3% +$2.41K 0.18% 157
2026
Q2 		$650K Sell
40,220
-825
-2% -$16.1K 0.14% 223
2026
Q1 		$852K Buy
41,045
+511
+1% +$8.17K 0.21% 148
2025
Q4 		$480K Buy
40,534
+456
+1% +$5.57K 0.12% 264
2025
Q3 		$507K Buy
40,078
+411
+1% +$5.16K 0.12% 251
2025
Q2 		$496K Buy
39,667
+1,145
+3% +$13.7K 0.13% 252
2025
Q1 		$552K Sell
38,522
-11
-0% -$152 0.15% 223
2024
Q4 		$496K Buy
38,533
+10
+0% +$140 0.13% 241
2024
Q3 		$555K Buy
38,523
+131
+0.3% +$1.93K 0.15% 222
2024
Q2 		$556K Buy
38,392
+906
+2% +$14.1K 0.16% 208
2024
Q1 		$570K Sell
37,486
-3,446
-8% -$56.1K 0.16% 206
2023
Q4 		$654K Sell
40,932
-578
-1% -$8.85K 0.21% 154
2023
Q3 		$622K Sell
41,510
-51
-0.1% -$725 0.23% 142
2023
Q2 		$575K Sell
41,561
-310
-0.7% -$3.77K 0.2% 174
2023
Q1 		$437K Buy
41,871
+4,131
+11% +$44.9K 0.16% 227
2022
Q4 		$402K Buy
+37,740
New +$456K 0.15% 247
2022
Q3 		– Sell
-18,641
Closed -$218K – 348
2022
Q2 		$218K Sell
18,641
-4,073
-18% -$56.4K 0.09% 285
2022
Q1 		$336K Sell
22,714
-2,529
-10% -$33.9K 0.12% 237
2021
Q4 		$277K Buy
+25,243
New +$266K 0.09% 266

Other funds holding PBR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Legacy Wealth Asset Management's PBR Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Petrobras (PBR) stake by 0.32% in Q3 2026, buying an estimated $2.41K and bringing the position to 40,347 shares worth $842K. The position accounts for 0.18% of the portfolio, ranked #157.

Legacy Wealth Asset Management first reported a position in PBR in Q4 2021 and has held it in 19 quarters since. The position peaked at $852K in Q1 2026. 17 funds tracked by Wall St. Rank hold PBR as of Q3 2026.

  • Legacy Wealth Asset Management held 40,347 shares of Petrobras worth $842K as of Q3 2026.
  • Legacy Wealth Asset Management bought 127 Petrobras shares in Q3 2026, an estimated $2.41K.
  • Petrobras made up 0.18% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #157 holding.
  • Legacy Wealth Asset Management first reported a position in Petrobras in Q4 2021 and has held it in 19 quarters since.
  • Legacy Wealth Asset Management's Petrobras position peaked at $852K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Petrobras as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.