Aaron Wealth Advisors
BBD icon

Aaron Wealth Advisors’s Banco Bradesco BBD Stock Holding History

Aaron Wealth Advisors’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$227K Buy
64,544
+1,543
+2% +$5.29K 0.01% 639
2026
Q2 		$219K Buy
63,001
+7,856
+14% +$28.8K 0.01% 660
2026
Q1 		$201K Buy
55,145
+35,583
+182% +$135K 0.01% 674
2025
Q4 		$65.1K Buy
+19,562
New +$66.6K ﹤0.01% 671
2022
Q3 		– Sell
-15,471
Closed -$50K – 227
2022
Q2 		$50K Sell
15,471
-4,035
-21% -$15.5K 0.01% 187
2022
Q1 		$82.3K Sell
19,506
-1,997
-9% -$7.33K 0.02% 307
2021
Q4 		$66K Buy
21,503
+8,834
+70% +$29.2K 0.02% 175
2021
Q3 		$44K Buy
+12,669
New +$50.5K 0.01% 159

Other funds holding BBD

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Tuttle Capital Management
Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return

Aaron Wealth Advisors's BBD Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Banco Bradesco (BBD) stake by 2.4% in Q3 2026, buying an estimated $5.29K and bringing the position to 64,544 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #639.

Aaron Wealth Advisors first reported a position in BBD in Q3 2021 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold BBD as of Q3 2026.

  • Aaron Wealth Advisors held 64,544 shares of Banco Bradesco worth $227K as of Q3 2026.
  • Aaron Wealth Advisors bought 1,543 Banco Bradesco shares in Q3 2026, an estimated $5.29K.
  • Banco Bradesco made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #639 holding.
  • Aaron Wealth Advisors first reported a position in Banco Bradesco in Q3 2021 and has held it in 8 quarters since.
  • 43 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.