Advertisement
Screener

JAMES INVESTMENT RESEARCH, INC. Last Quarter Change: Foreign Stocks, Reduced

JAMES INVESTMENT RESEARCH, INC. quarter change: Foreign Stocks, Reduced

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, JAMES INVESTMENT RESEARCH, INC. opened 0 positions, added to 2, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was TSM (+$1,319,019); the largest decrease was PBR (-$129,285).

  • PBR: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 23,219; Shares 2026-06-30 21,814.

Two Form 13F-HR filings compared (SEC CIK 810384): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
PBR
PETROLEO BRASILEIRO S A
SPONSORED ADR23,21921,814-1,405$481,794$352,509-$129,285

Similar Firms

Firm NameCountry13F ValueHoldings
Quantum Financial Advisors, LLCUnited States$0.891B231
Prime Capital Management Co LtdHong Kong$0.891B7
Adams Asset Advisors, LLCUnited States$0.891B88
Trustees of Columbia University in the City of New YorkUnited States$0.891B3
Financial Management Professionals, Inc.United States$0.892B963
SIGNET FINANCIAL MANAGEMENT, LLCUnited States$0.892B299
ZEGA Investments, LLCUnited States$0.890B299
JAG CAPITAL MANAGEMENT, LLCUnited States$0.889B161
Baring Fintech Fund III Managers LtdGuernsey$0.893B1
Keebeck Wealth ManagementUnited States$0.889B426