Obermeyer Wealth Partners PBR/A — PETROLEO BRASILEIRO SA PETRO

Ownership history in Obermeyer Wealth Partners  ·  10 quarters on record

AI Ownership Summary

Obermeyer Wealth Partners reported PETROLEO BRASILEIRO SA PETRO (PBR/A) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows PBR/A at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PBR/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Obermeyer Wealth Partners's position in PETROLEO BRASILEIRO SA PETRO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PBR/A was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PBR/A stock page Obermeyer Wealth Partners fund profile Obermeyer Wealth Partners full holdings
How Obermeyer Wealth Partners held PBR/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 112,288 -5,207 -4.4% 0.07% $1.6M 2026-07-29 $19.29
2026 Q1 REDUCED — — — 117,495 -31 -0.0% 0.10% $2.2M 2026-04-21 $19.29
2025 Q4 REDUCED — — — 117,526 -524 -0.4% 0.06% $1.3M 2026-01-29 $14.56
2025 Q3 ADDED — — — 118,050 +7,348 +6.6% 0.07% $1.4M 2025-10-27 $11.18
2025 Q2 ADDED — — — 110,702 +26,428 +31.4% 0.06% $1.3M 2025-08-05 $11.76
2025 Q1 REDUCED — — — 84,274 -259 -0.3% 0.06% $1.1M 2025-05-06 $10.25
2024 Q4 REDUCED — — — 84,533 -2,579 -3.0% 0.05% $1.0M 2025-02-14 $12.44
2024 Q3 ADDED — — — 87,112 +1,519 +1.8% 0.06% $1.1M 2024-11-05 $10.75
2024 Q2 ADDED — — — 85,593 +4,994 +6.2% 0.07% $1.2M 2024-08-01 $10.91
2024 Q1 INITIATED — — — 80,599 — — 0.07% $1.2M 2024-05-07 $13.22

🏢 Other funds also holding PBR/A

As of 2026 Q2 — sorted by position size

Robeco Institutional Asset Management B.V. 3Y 7Y 0.68% Oldfield Partners LLP 3Y 7Y 0.32% Holistic Financial Partners 3Y 7Y 0.11% LANARK FINANCIAL, INC. 0.06% Nilsine Partners, LLC 3Y 0.05% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 0.04% DELTEC ASSET MANAGEMENT LLC 3Y 7Y 0.04% Crossmark Global Holdings, Inc. 3Y 7Y 0.03% Canal Capital Management, LLC 3Y 7Y 0.02% Y-Intercept (Hong Kong) Ltd 3Y 0.02%

FAQ About Obermeyer Wealth Partners and PBR/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has Obermeyer Wealth Partners reported owning PBR/A?

Obermeyer Wealth Partners reported PBR/A across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PBR/A position in Obermeyer Wealth Partners's portfolio?

The largest reported portfolio weight for PBR/A was 0.10% in 2026 Q1.

What is the latest reported PBR/A position on this page?

The most recent filing on this page is 2026 Q2, when Obermeyer Wealth Partners reported 112,288 shares, equal to 0.07% of portfolio, with an estimated market value of $1.6M.

What does the chart on this PBR/A ownership page compare?

The chart compares Obermeyer Wealth Partners's quarterly PBR/A portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Obermeyer Wealth Partners time their PBR/A position?

Based on 13F filing dates vs. subsequent PBR/A price moves, Obermeyer Wealth Partners correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on PBR/A relative to SPY over the holding period was +520.0%.

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