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
Q3 		$16.4K Sell
5,315
-157
-3% -$491 ﹤0.01% 2339
2026
Q2 		$16.4K Buy
5,472
+1,543
+39% +$5.02K ﹤0.01% 2265
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 		$9.7K Buy
+3,313
New +$8.77K ﹤0.01% 2122

Other funds holding BBDO

LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
D'Orazio & Associates
D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
XXI Wealth LLC
XXI Wealth LLC Chicago, Illinois $249M AUM 51.47% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Intergy Private Wealth
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
Cypress Point Wealth Management
Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return

AssetMark Inc's BBDO Position: Q3 2026 in Review

AssetMark Inc reduced its Banco Bradesco (BBDO) stake by 2.9% in Q3 2026, selling an estimated $491 and leaving 5,315 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

AssetMark Inc first reported a position in BBDO in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.4K in Q2 2026. 22 funds tracked by Wall St. Rank hold BBDO as of Q3 2026.

  • AssetMark Inc held 5,315 shares of Banco Bradesco worth $16.4K as of Q3 2026.
  • AssetMark Inc sold 157 Banco Bradesco shares in Q3 2026, an estimated $491.
  • Banco Bradesco made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2339 holding.
  • AssetMark Inc first reported a position in Banco Bradesco in Q3 2025 and has held it in 5 quarters since.
  • AssetMark Inc's Banco Bradesco position peaked at $16.4K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.