Root Financial Partners
PBR icon

Root Financial Partners’s Petrobras PBR Stock Holding History

Root Financial Partners’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
Q3 		$5.34K Buy
+256
New +$4.86K ﹤0.01% 2201
2026
Q2 		– Sell
-61
Closed -$1.27K – 2361
2026
Q1 		$1.27K Buy
+61
New +$976 ﹤0.01% 2507

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Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
RWC Asset Advisors
RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Root Financial Partners's PBR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Petrobras (PBR) in Q3 2026: 256 shares worth $5.34K. The stake represents ﹤0.01% of the portfolio and ranks #2201 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PBR as recently as Q1 2026.

Root Financial Partners first reported a position in PBR in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold PBR as of Q3 2026.

  • Root Financial Partners held 256 shares of Petrobras worth $5.34K as of Q3 2026.
  • Petrobras was a new Root Financial Partners position in Q3 2026.
  • Petrobras made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2201 holding.
  • Root Financial Partners first reported a position in Petrobras in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Petrobras as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.