Summit Securities Group’s Petrobras PBR Stock Holding History

Summit Securities 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
2023 Q4	–	Sell	-55,600	Closed	-$833K	–	842
2023 Q3	$833K	Sell	55,600 -23,600	-30%	-$336K	0.09%	99
2023 Q2	$1.09M	Buy	79,200 +36,400	+85%	+$443K	0.14%	95
2023 Q1	$446K	Hold	42,800	–	–	0.04%	146
2022 Q4	$456K	Sell	42,800 -166,500	-80%	-$2.01M	0.02%	257
2022 Q3	$2.58M	Sell	209,300 -23,700	-10%	-$314K	0.19%	83
2022 Q2	$2.72M	Buy	+233,000	New	+$3.23M	0.34%	53

Other funds holding PBR

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

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

AIM

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

Summit Securities Group's PBR Position: Q1 2026 in Review

Summit Securities Group reduced its Petrobras (PBR) stake by 86% in Q1 2026, selling an estimated $150K and leaving 1,500 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Summit Securities Group first reported a position in PBR in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.37M in Q2 2023. 545 funds tracked by Wall St. Rank hold PBR as of Q1 2026.

Summit Securities Group held 1,500 shares of Petrobras worth $31.1K as of Q1 2026.
Summit Securities Group sold 9,400 Petrobras shares in Q1 2026, an estimated $150K.
Petrobras made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #452 holding.
Summit Securities Group first reported a position in Petrobras in Q2 2013 and has held it in 30 quarters since.
Summit Securities Group's Petrobras position peaked at $3.37M in Q2 2023.
545 funds tracked by Wall St. Rank held Petrobras as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.