Simplicity Wealth’s Petrobras PBR Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-52,000	Closed	-$651K	–	734
2025 Q2	$651K	Buy	+52,000	New	+$623K	0.03%	404

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

AIM

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Simplicity Wealth's PBR Position: Q3 2025 in Review

Simplicity Wealth sold out of Petrobras (PBR) in Q3 2025, closing a stake of 52,000 shares — an estimated $651K sold.

Simplicity Wealth first reported a position in PBR in Q2 2025 and held it in 1 quarter. The position peaked at $651K in Q2 2025. 476 funds tracked by Wall St. Rank hold PBR as of Q3 2025.

Simplicity Wealth reported no remaining Petrobras position as of Q3 2025 after selling out during the quarter.
Simplicity Wealth sold 52,000 Petrobras shares in Q3 2025, an estimated $651K.
Simplicity Wealth first reported a position in Petrobras in Q2 2025 and held it in 1 quarter.
Simplicity Wealth's Petrobras position peaked at $651K in Q2 2025.
476 funds tracked by Wall St. Rank held Petrobras as of Q3 2025.

Based on Simplicity Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.