Mount Yale Investment Advisors’s Petrobras PBR Stock Holding History

Mount Yale Investment 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
2026 Q2	$385K	Buy	23,810 +1,083	+5%	+$21.2K	0.01%	884
2026 Q1	$472K	Buy	+22,727	New	+$364K	0.01%	734
2025 Q3	–	Sell	-13,429	Closed	-$168K	–	1328
2025 Q2	$168K	Buy	+13,429	New	+$161K	0.01%	568
2023 Q1	–	Sell	-15,435	Closed	-$164K	–	520
2022 Q4	$164K	Sell	15,435 -25,130	-62%	-$303K	0.02%	442
2022 Q3	$501K	Buy	40,565 +14,367	+55%	+$190K	0.07%	268
2022 Q2	$306K	Buy	+26,198	New	+$363K	0.04%	350
2021 Q1	–	Sell	-14,456	Closed	-$162K	–	443
2020 Q4	$162K	Buy	+14,456	New	+$128K	0.02%	386

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mount Yale Investment Advisors's PBR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Petrobras (PBR) stake by 4.8% in Q2 2026, buying an estimated $21.2K and bringing the position to 23,810 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #884.

Mount Yale Investment Advisors first reported a position in PBR in Q4 2020 and has held it in 7 quarters since. The position peaked at $501K in Q3 2022. 561 funds tracked by Wall St. Rank hold PBR as of Q2 2026.

Mount Yale Investment Advisors held 23,810 shares of Petrobras worth $385K as of Q2 2026.
Mount Yale Investment Advisors bought 1,083 Petrobras shares in Q2 2026, an estimated $21.2K.
Petrobras made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #884 holding.
Mount Yale Investment Advisors first reported a position in Petrobras in Q4 2020 and has held it in 7 quarters since.
Mount Yale Investment Advisors's Petrobras position peaked at $501K in Q3 2022.
561 funds tracked by Wall St. Rank held Petrobras as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.