LWM
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Lodestone Wealth Management’s Petrobras PBR Stock Holding History

Lodestone Wealth 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
Q1 		– Sell
-1
Closed -$12 – 808
2025
Q4 		$12 Buy
+1
New +$12 ﹤0.01% 794

Other funds holding PBR

GQG Partners
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Lodestone Wealth Management's PBR Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Petrobras (PBR) in Q1 2026, closing a stake of 1 share — an estimated $12 sold.

Lodestone Wealth Management first reported a position in PBR in Q4 2025 and held it in 1 quarter. The position peaked at $12 in Q4 2025. 547 funds tracked by Wall St. Rank hold PBR as of Q1 2026.

  • Lodestone Wealth Management reported no remaining Petrobras position as of Q1 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 1 Petrobras share in Q1 2026, an estimated $12.
  • Lodestone Wealth Management first reported a position in Petrobras in Q4 2025 and held it in 1 quarter.
  • Lodestone Wealth Management's Petrobras position peaked at $12 in Q4 2025.
  • 547 funds tracked by Wall St. Rank held Petrobras as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.