Aprio Wealth Management’s Banco Bradesco BBD Stock Holding History

Aprio Wealth Management’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 Q2	$149K	Sell	42,955 -971	-2%	-$3.56K	0.01%	630
2026 Q1	$160K	Buy	43,926 +16,947	+63%	+$64.3K	0.01%	604
2025 Q4	$89.8K	Buy	26,979 +5,650	+26%	+$19.2K	0.01%	538
2025 Q3	$72.1K	Buy	21,329 +5,924	+38%	+$17.9K	0.01%	434
2025 Q2	$47.6K	Buy	15,405 +4,028	+35%	+$10.6K	0.01%	406
2025 Q1	$25.4K	Buy	+11,377	New	+$23.6K	﹤0.01%	373

Other funds holding BBD

Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aprio Wealth Management's BBD Position: Q2 2026 in Review

Aprio Wealth Management reduced its Banco Bradesco (BBD) stake by 2.2% in Q2 2026, selling an estimated $3.56K and leaving 42,955 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #630.

Aprio Wealth Management first reported a position in BBD in Q1 2025 and has held it in 6 quarters since. The position peaked at $160K in Q1 2026. 294 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

Aprio Wealth Management held 42,955 shares of Banco Bradesco worth $149K as of Q2 2026.
Aprio Wealth Management sold 971 Banco Bradesco shares in Q2 2026, an estimated $3.56K.
Banco Bradesco made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #630 holding.
Aprio Wealth Management first reported a position in Banco Bradesco in Q1 2025 and has held it in 6 quarters since.
Aprio Wealth Management's Banco Bradesco position peaked at $160K in Q1 2026.
294 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.