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
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 		$9.71K Buy
+3,313
New +$8.77K ﹤0.01% 2122

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

AssetMark Inc's BBDO Position: Q2 2026 in Review

AssetMark Inc increased its Banco Bradesco (BBDO) stake by 39% in Q2 2026, buying an estimated $5.02K and bringing the position to 5,472 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

AssetMark Inc first reported a position in BBDO in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold BBDO as of Q2 2026.

  • AssetMark Inc held 5,472 shares of Banco Bradesco worth $16.4K as of Q2 2026.
  • AssetMark Inc bought 1,543 Banco Bradesco shares in Q2 2026, an estimated $5.02K.
  • Banco Bradesco made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2265 holding.
  • AssetMark Inc first reported a position in Banco Bradesco in Q3 2025 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.