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Wealth Alliance’s Petrobras PBR Stock Holding History

Wealth Alliance’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 		$835K Sell
40,264
-7,861
-16% -$126K 0.08% 208
2025
Q4 		$570K Sell
48,125
-3,306
-6% -$40.4K 0.06% 278
2025
Q3 		$651K Buy
51,431
+28,488
+124% +$358K 0.07% 248
2025
Q2 		$287K Sell
22,943
-1,023
-4% -$12.3K 0.03% 426
2025
Q1 		$344K Buy
23,966
+12,008
+100% +$166K 0.04% 361
2024
Q4 		$154K Sell
11,958
-13,354
-53% -$187K 0.02% 482
2024
Q3 		$365K Buy
25,312
+4,012
+19% +$59K 0.04% 348
2024
Q2 		$309K Sell
21,300
-2,002
-9% -$31.1K 0.04% 374
2024
Q1 		$354K Buy
23,302
+3,044
+15% +$49.5K 0.05% 358
2023
Q4 		$324K Sell
20,258
-1,093
-5% -$16.7K 0.05% 361
2023
Q3 		$320K Sell
21,351
-5,077
-19% -$72.2K 0.05% 334
2023
Q2 		$366K Buy
26,428
+4,572
+21% +$55.6K 0.05% 323
2023
Q1 		$228K Sell
21,856
-100
-0.5% -$1.09K 0.04% 439
2022
Q4 		$234K Sell
21,956
-4,243
-16% -$51.2K 0.04% 423
2022
Q3 		$323K Buy
26,199
+11,730
+81% +$155K 0.06% 305
2022
Q2 		$169K Buy
14,469
+494
+4% +$6.84K 0.03% 420
2022
Q1 		$207K Buy
+13,975
New +$187K 0.04% 421

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
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

Wealth Alliance's PBR Position: Q1 2026 in Review

Wealth Alliance reduced its Petrobras (PBR) stake by 16% in Q1 2026, selling an estimated $126K and leaving 40,264 shares worth $835K. The position accounts for 0.08% of the portfolio, ranked #208.

Wealth Alliance first reported a position in PBR in Q1 2022 and has held it in 17 quarters since. 545 funds tracked by Wall St. Rank hold PBR as of Q1 2026.

  • Wealth Alliance held 40,264 shares of Petrobras worth $835K as of Q1 2026.
  • Wealth Alliance sold 7,861 Petrobras shares in Q1 2026, an estimated $126K.
  • Petrobras made up 0.08% of Wealth Alliance's portfolio in Q1 2026, its #208 holding.
  • Wealth Alliance first reported a position in Petrobras in Q1 2022 and has held it in 17 quarters since.
  • 545 funds tracked by Wall St. Rank held Petrobras as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.