AWM
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Aprio Wealth Management’s Banco Bradesco BBDO Stock Holding History

Aprio Wealth Management’s Portfolio BBDO Stock Details BBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61.1K Sell
18,573
-542
-3% -$1.83K ﹤0.01% 612
2025
Q4 		$54.9K Hold
19,115
– – ﹤0.01% 539
2025
Q3 		$56K Hold
19,115
– – 0.01% 435
2025
Q2 		$52.2K Sell
19,115
-1,572
-8% -$3.7K 0.01% 405
2025
Q1 		$43K Buy
+20,687
New +$39.9K 0.01% 372

Other funds holding BBDO

OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Aprio Wealth Management's BBDO Position: Q1 2026 in Review

Aprio Wealth Management reduced its Banco Bradesco (BBDO) stake by 2.8% in Q1 2026, selling an estimated $1.83K and leaving 18,573 shares worth $61.1K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Aprio Wealth Management first reported a position in BBDO in Q1 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold BBDO as of Q1 2026.

  • Aprio Wealth Management held 18,573 shares of Banco Bradesco worth $61.1K as of Q1 2026.
  • Aprio Wealth Management sold 542 Banco Bradesco shares in Q1 2026, an estimated $1.83K.
  • Banco Bradesco made up ﹤0.01% of Aprio Wealth Management's portfolio in Q1 2026, its #612 holding.
  • Aprio Wealth Management first reported a position in Banco Bradesco in Q1 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.