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Plan Group Financial’s Petrobras PBR Stock Holding History

Plan Group Financial’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
Q4 		– Sell
-15,000
Closed -$190K – 213
2025
Q3 		$190K Buy
+15,000
New +$188K 0.05% 178

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Plan Group Financial's PBR Position: Q4 2025 in Review

Plan Group Financial sold out of Petrobras (PBR) in Q4 2025, closing a stake of 15,000 shares — an estimated $190K sold.

Plan Group Financial first reported a position in PBR in Q3 2025 and held it in 1 quarter. The position peaked at $190K in Q3 2025. 490 funds tracked by Wall St. Rank hold PBR as of Q4 2025.

  • Plan Group Financial reported no remaining Petrobras position as of Q4 2025 after selling out during the quarter.
  • Plan Group Financial sold 15,000 Petrobras shares in Q4 2025, an estimated $190K.
  • Plan Group Financial first reported a position in Petrobras in Q3 2025 and held it in 1 quarter.
  • Plan Group Financial's Petrobras position peaked at $190K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Petrobras as of Q4 2025.

Based on Plan Group Financial's 13F filing for Q4 2025, filed 3 Feb 2026.