AssetMark Inc
BBDO icon

AssetMark Inc’s Banco Bradesco BBDO Stock Holding History

AssetMark Inc’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 		$12.9K Buy
3,929
+275
+8% +$926 ﹤0.01% 2225
2025
Q4 		$10.5K Buy
3,654
+341
+10% +$1.02K ﹤0.01% 2202
2025
Q3 		$9.71K Buy
+3,313
New +$8.77K ﹤0.01% 2122

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

AssetMark Inc's BBDO Position: Q1 2026 in Review

AssetMark Inc increased its Banco Bradesco (BBDO) stake by 7.5% in Q1 2026, buying an estimated $926 and bringing the position to 3,929 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

AssetMark Inc first reported a position in BBDO in Q3 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold BBDO as of Q1 2026.

  • AssetMark Inc held 3,929 shares of Banco Bradesco worth $12.9K as of Q1 2026.
  • AssetMark Inc bought 275 Banco Bradesco shares in Q1 2026, an estimated $926.
  • Banco Bradesco made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2225 holding.
  • AssetMark Inc first reported a position in Banco Bradesco in Q3 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.