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
Q2 		$31.2K Sell
10,387
-8,186
-44% -$26.6K ﹤0.01% 636
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 $21.7B AUM 41.93% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Aprio Wealth Management reduced its Banco Bradesco (BBDO) stake by 44% in Q2 2026, selling an estimated $26.6K and leaving 10,387 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Aprio Wealth Management first reported a position in BBDO in Q1 2025 and has held it in 6 quarters since. The position peaked at $61.1K in Q1 2026. 53 funds tracked by Wall St. Rank hold BBDO as of Q2 2026.

  • Aprio Wealth Management held 10,387 shares of Banco Bradesco worth $31.2K as of Q2 2026.
  • Aprio Wealth Management sold 8,186 Banco Bradesco shares in Q2 2026, an estimated $26.6K.
  • Banco Bradesco made up ﹤0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #636 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 $61.1K in Q1 2026.
  • 53 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.