SageView Advisory Group’s Petrobras PBR Stock Holding History

SageView Advisory Group’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	–	Sell	-725	Closed	-$8.59K	–	1880
2025 Q4	$8.59K	Buy	+725	New	+$8.85K	﹤0.01%	1769
2024 Q2	–	Sell	-16,846	Closed	-$2.95M	–	694
2024 Q1	$2.95M	Sell	16,846 -24,584	-59%	-$400K	0.15%	82
2023 Q4	$706K	Buy	+41,430	New	+$634K	0.03%	321
2023 Q1	–	Sell	-20,117	Closed	-$214K	–	475
2022 Q4	$214K	Buy	+20,117	New	+$243K	0.02%	388

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

AIM

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

SageView Advisory Group's PBR Position: Q1 2026 in Review

SageView Advisory Group sold out of Petrobras (PBR) in Q1 2026, closing a stake of 725 shares — an estimated $8.59K sold.

SageView Advisory Group first reported a position in PBR in Q4 2022 and held it in 4 quarters. The position peaked at $2.95M in Q1 2024. 548 funds tracked by Wall St. Rank hold PBR as of Q1 2026.

SageView Advisory Group reported no remaining Petrobras position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 725 Petrobras shares in Q1 2026, an estimated $8.59K.
SageView Advisory Group first reported a position in Petrobras in Q4 2022 and held it in 4 quarters.
SageView Advisory Group's Petrobras position peaked at $2.95M in Q1 2024.
548 funds tracked by Wall St. Rank held Petrobras as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.