Plan Group Financial, LLC
Position in PBR — Petrobras - Petroleo Brasileiro SA
CIK 1940033
OKLAHOMA CITY, OK
Position in PBR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$439,200
-$123,300 QoQ
Shares Held
30,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#342
of 603 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Plan Group Financial, LLC holds $12,373,722 across 6 Oil & Gas Integrated names. PBR ranks #4 (3.5% of the industry book) .
All Filings in PBR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 PBR-A | $439,200 | 30,000 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 PBR-A | $562,500 | 30,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 PBR-A | $338,100 | 30,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $189,900 | 15,000 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||