Atria Investments’s Banco Bradesco BBD Stock Holding History

Atria Investments’s Portfolio BBD Stock Details BBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223K	Sell	64,122 -30,032	-32%	-$110K	﹤0.01%	2010
2026 Q1	$344K	Buy	+94,154	New	+$357K	﹤0.01%	1666
2025 Q2	–	Sell	-12,829	Closed	-$28.6K	–	1990
2025 Q1	$28.6K	Buy	+12,829	New	+$26.6K	﹤0.01%	1888
2024 Q4	–	Sell	-44,151	Closed	-$117K	–	1856
2024 Q3	$117K	Buy	44,151 +8,641	+24%	+$22.1K	﹤0.01%	1864
2024 Q2	$79.5K	Buy	+35,510	New	+$91.8K	﹤0.01%	1881
2020 Q2	–	Sell	-18,883	Closed	-$58K	–	546
2020 Q1	$58K	Buy	18,883 +3,591	+23%	+$18.5K	﹤0.01%	576
2019 Q4	$103K	Buy	+15,292	New	+$95.7K	﹤0.01%	1181
2019 Q2	–	Sell	-19,393	Closed	-$135K	–	971
2019 Q1	$135K	Buy	19,393 +1,159	+6%	+$8.33K	0.01%	897
2018 Q4	$113K	Buy	+18,234	New	+$106K	0.01%	855

Other funds holding BBD

Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Investments's BBD Position: Q2 2026 in Review

Atria Investments reduced its Banco Bradesco (BBD) stake by 32% in Q2 2026, selling an estimated $110K and leaving 64,122 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Atria Investments first reported a position in BBD in Q4 2018 and has held it in 9 quarters since. The position peaked at $344K in Q1 2026. 294 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

Atria Investments held 64,122 shares of Banco Bradesco worth $223K as of Q2 2026.
Atria Investments sold 30,032 Banco Bradesco shares in Q2 2026, an estimated $110K.
Banco Bradesco made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2010 holding.
Atria Investments first reported a position in Banco Bradesco in Q4 2018 and has held it in 9 quarters since.
Atria Investments's Banco Bradesco position peaked at $344K in Q1 2026.
294 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.