Orion Portfolio Solutions’s Petrobras PBR Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.14M	Sell	79,655 -12,443	-14%	-$172K	0.01%	1009
2024 Q4	$1.18M	Buy	92,098 +8,995	+11%	+$126K	0.01%	957
2024 Q3	$1.2M	Sell	83,103 -1,088	-1%	-$16K	0.01%	952
2024 Q2	$1.22M	Sell	84,191 -14,801	-15%	-$230K	0.01%	890
2024 Q1	$1.51M	Buy	98,992 +91	+0.1%	+$1.48K	0.02%	792
2023 Q4	$1.61M	Sell	98,901 -34,093	-26%	-$522K	0.02%	736
2023 Q3	$1.99M	Buy	132,994 +10,396	+8%	+$148K	0.02%	613
2023 Q2	$1.7M	Buy	122,598 +15,710	+15%	+$191K	0.02%	728
2023 Q1	$1.11M	Buy	+106,888	New	+$1.16M	0.01%	827
2020 Q2	–	Sell	-89	Closed	–	–	2387
2020 Q1	$0	Hold	89	–	–	﹤0.01%	2195
2019 Q4	$1K	Buy	+89	New	+$1.36K	﹤0.01%	1702

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

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

Orion Portfolio Solutions's PBR Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Petrobras (PBR) stake by 14% in Q1 2025, selling an estimated $172K and leaving 79,655 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1009.

Orion Portfolio Solutions first reported a position in PBR in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.99M in Q3 2023. 475 funds tracked by Wall St. Rank hold PBR as of Q1 2025.

Orion Portfolio Solutions held 79,655 shares of Petrobras worth $1.14M as of Q1 2025.
Orion Portfolio Solutions sold 12,443 Petrobras shares in Q1 2025, an estimated $172K.
Petrobras made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1009 holding.
Orion Portfolio Solutions first reported a position in Petrobras in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Petrobras position peaked at $1.99M in Q3 2023.
475 funds tracked by Wall St. Rank held Petrobras as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.