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Lumbard & Kellner’s Petrobras PBR Stock Holding History

Lumbard & Kellner’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 		$14.7M Sell
707,340
-25
-0% -$400 5.09% 1
2025
Q4 		$8.38M Buy
707,365
+199,527
+39% +$2.44M 2.94% 9
2025
Q3 		$6.43M Hold
507,838
– – 2.36% 13
2025
Q2 		$6.35M Sell
507,838
-8,253
-2% -$98.9K 2.77% 10
2025
Q1 		$7.4M Sell
516,091
-254
-0% -$3.5K 3.26% 6
2024
Q4 		$6.64M Buy
516,345
+76,769
+17% +$1.07M 2.85% 11
2024
Q3 		$6.33M Buy
439,576
+9,034
+2% +$133K 2.79% 11
2024
Q2 		$6.24M Sell
430,542
-3,828
-0.9% -$59.5K 2.95% 9
2024
Q1 		$6.61M Sell
434,370
-820
-0.2% -$13.3K 3.21% 8
2023
Q4 		$6.95M Buy
435,190
+945
+0.2% +$14.5K 4.02% 4
2023
Q3 		$6.51M Sell
434,245
-8,796
-2% -$125K 4.32% 4
2023
Q2 		$6.45M Buy
443,041
+154,367
+53% +$1.88M 3.6% 6
2023
Q1 		$3.06M Sell
288,674
-1,170
-0.4% -$12.7K 1.54% 23
2022
Q4 		$3.09M Buy
289,844
+107,861
+59% +$1.3M 1.51% 27
2022
Q3 		$2.25M Buy
181,983
+329
+0.2% +$4.35K 1.16% 31
2022
Q2 		$2.12M Hold
181,654
– – 1.08% 36
2022
Q1 		$2.69M Buy
+181,654
New +$2.43M 1.05% 35

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Lumbard & Kellner's PBR Position: Q1 2026 in Review

Lumbard & Kellner reduced its Petrobras (PBR) stake by 0% in Q1 2026, selling an estimated $400 and leaving 707,340 shares worth $14.7M. The position accounts for 5.09% of the portfolio, ranked #1.

Lumbard & Kellner first reported a position in PBR in Q1 2022 and has held it in 17 quarters since. 545 funds tracked by Wall St. Rank hold PBR as of Q1 2026.

  • Lumbard & Kellner held 707,340 shares of Petrobras worth $14.7M as of Q1 2026.
  • Lumbard & Kellner sold 25 Petrobras shares in Q1 2026, an estimated $400.
  • Petrobras made up 5.09% of Lumbard & Kellner's portfolio in Q1 2026, its #1 holding.
  • Lumbard & Kellner first reported a position in Petrobras in Q1 2022 and has held it in 17 quarters since.
  • 545 funds tracked by Wall St. Rank held Petrobras as of Q1 2026.

Based on Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.