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BSW Wealth Partners’s Banco Bradesco BBD Stock Holding History

BSW Wealth Partners’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
2025
Q2 		– Sell
-13,162
Closed -$29.4K – 320
2025
Q1 		$29.4K Buy
+13,162
New +$27.3K ﹤0.01% 305
2024
Q4 		– Sell
-11,515
Closed -$30.6K – 312
2024
Q3 		$30.6K Buy
11,515
+1,445
+14% +$3.7K ﹤0.01% 303
2024
Q2 		$22.6K Sell
10,070
-1,106
-10% -$2.86K ﹤0.01% 296
2024
Q1 		$32K Sell
11,176
-31,428
-74% -$93.6K 0.01% 302
2023
Q4 		$149K Buy
42,604
+659
+2% +$2.07K 0.03% 268
2023
Q3 		$120K Sell
41,945
-7,361
-15% -$23.3K 0.03% 242
2023
Q2 		$171K Sell
49,306
-10,134
-17% -$31.3K 0.04% 261
2023
Q1 		$156K Buy
59,440
+10,515
+21% +$28K 0.03% 299
2022
Q4 		$141K Buy
48,925
+24,111
+97% +$78.1K 0.03% 292
2022
Q3 		$91K Sell
24,814
-2,969
-11% -$10.5K 0.02% 260
2022
Q2 		$91K Sell
27,783
-641
-2% -$2.46K 0.02% 270
2022
Q1 		$120K Sell
28,424
-10,676
-27% -$39.2K 0.03% 284
2021
Q4 		$122K Buy
39,100
+7,930
+25% +$26.2K 0.03% 252
2021
Q3 		$109K Buy
+31,170
New +$124K 0.03% 242
2021
Q1 		– Sell
-26,318
Closed -$114K – 216
2020
Q4 		$114K Buy
26,318
+1,225
+5% +$4.48K 0.04% 180
2020
Q3 		$71K Buy
+25,093
New +$82.2K 0.03% 153

Other funds holding BBD

AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BSW Wealth Partners's BBD Position: Q2 2025 in Review

BSW Wealth Partners sold out of Banco Bradesco (BBD) in Q2 2025, closing a stake of 13,162 shares — an estimated $29.4K sold.

BSW Wealth Partners first reported a position in BBD in Q3 2020 and held it in 16 quarters. The position peaked at $171K in Q2 2023. 244 funds tracked by Wall St. Rank hold BBD as of Q2 2025.

  • BSW Wealth Partners reported no remaining Banco Bradesco position as of Q2 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 13,162 Banco Bradesco shares in Q2 2025, an estimated $29.4K.
  • BSW Wealth Partners first reported a position in Banco Bradesco in Q3 2020 and held it in 16 quarters.
  • BSW Wealth Partners's Banco Bradesco position peaked at $171K in Q2 2023.
  • 244 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2025.

Based on BSW Wealth Partners's 13F filing for Q2 2025, filed 18 Jul 2025.