MIM
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Morningstar Investment Management’s Petrobras PBR Stock Holding History

Morningstar Investment 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
Q2 		$2.59M Hold
125,033
– – 0.16% 148
2026
Q1 		$2.59M Sell
125,033
-89,954
-42% -$1.44M 0.16% 146
2025
Q4 		$2.55M Sell
214,987
-92,316
-30% -$1.13M 0.15% 141
2025
Q3 		$3.89M Buy
307,303
+8,795
+3% +$110K 0.14% 170
2025
Q2 		$3.73M Buy
298,508
+57,437
+24% +$688K 0.33% 28
2025
Q1 		$3.46M Buy
241,071
+1,169
+0.5% +$16.1K 0.29% 30
2024
Q4 		$3.08M Buy
239,902
+67,897
+39% +$948K 0.24% 37
2024
Q3 		$2.55M Buy
172,005
+10,086
+6% +$148K 0.25% 36
2024
Q2 		$2.35M Sell
161,919
-27,790
-15% -$432K 0.25% 45
2024
Q1 		$2.88M Buy
189,709
+37,149
+24% +$604K 0.31% 39
2023
Q4 		$2.44M Buy
152,560
+10,479
+7% +$160K 0.28% 46
2023
Q3 		$2.13M Buy
142,081
+12,092
+9% +$172K 0.29% 33
2023
Q2 		$1.8M Sell
129,989
-4,724
-4% -$57.5K 0.24% 39
2023
Q1 		$1.41M Buy
134,713
+10,390
+8% +$113K 0.21% 39
2022
Q4 		$1.32M Buy
124,323
+3,450
+3% +$41.7K 0.22% 41
2022
Q3 		$1.49M Hold
120,873
– – 0.28% 37
2022
Q2 		$1.41M Buy
120,873
+115
+0.1% +$1.59K 0.27% 37
2022
Q1 		$1.79M Sell
120,758
-12,396
-9% -$166K 0.34% 39
2021
Q4 		$1.46M Sell
133,154
-4,098
-3% -$43.3K 0.22% 44
2021
Q3 		$1.43M Buy
+137,252
New +$1.46M 0.24% 38

Other funds holding PBR

AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Morningstar Investment Management's PBR Position: Q2 2026 in Review

Morningstar Investment Management held its Petrobras (PBR) position steady in Q2 2026 at 125,033 shares worth $2.59M. The position accounts for 0.16% of the portfolio, ranked #148.

Morningstar Investment Management first reported a position in PBR in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.89M in Q3 2025. 188 funds tracked by Wall St. Rank hold PBR as of Q2 2026.

  • Morningstar Investment Management held 125,033 shares of Petrobras worth $2.59M as of Q2 2026.
  • Morningstar Investment Management left its Petrobras share count unchanged in Q2 2026.
  • Petrobras made up 0.16% of Morningstar Investment Management's portfolio in Q2 2026, its #148 holding.
  • Morningstar Investment Management first reported a position in Petrobras in Q3 2021 and has held it in 20 quarters since.
  • Morningstar Investment Management's Petrobras position peaked at $3.89M in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Petrobras as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.