BWM Planning’s Banco Bradesco BBDO Stock Holding History

BWM Planning’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	$36.9K	Buy	+11,973	New	+$37.5K	0.01%	93

Other funds holding BBDO

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

XXI Wealth LLC Chicago, Illinois $249M AUM 51.47% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

BWM Planning's BBDO Position: Q3 2026 in Review

BWM Planning opened a new position in Banco Bradesco (BBDO) in Q3 2026: 11,973 shares worth $36.9K. The stake represents 0.01% of the portfolio and ranks #93 among its holdings.

25 funds tracked by Wall St. Rank hold BBDO as of Q3 2026.

BWM Planning held 11,973 shares of Banco Bradesco worth $36.9K as of Q3 2026.
Banco Bradesco was a new BWM Planning position in Q3 2026.
Banco Bradesco made up 0.01% of BWM Planning's portfolio in Q3 2026, its #93 holding.
25 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2026.

Based on BWM Planning's 13F filing for Q3 2026, filed 9 Nov 2026.