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 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 $63.1B AUM 23.07% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

AIM

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

Mount Yale Investment Advisors's PBR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Petrobras (PBR) in Q1 2026: 22,727 shares worth $472K. The stake represents 0.01% of the portfolio and ranks #734 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PBR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in PBR in Q4 2020 and has held it in 6 quarters since. The position peaked at $501K in Q3 2022. 547 funds tracked by Wall St. Rank hold PBR as of Q1 2026.

Mount Yale Investment Advisors held 22,727 shares of Petrobras worth $472K as of Q1 2026.
Petrobras was a new Mount Yale Investment Advisors position in Q1 2026.
Petrobras made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #734 holding.
Mount Yale Investment Advisors first reported a position in Petrobras in Q4 2020 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Petrobras position peaked at $501K in Q3 2022.
547 funds tracked by Wall St. Rank held Petrobras as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.