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Caprock Group’s Banco Bradesco BBDO Stock Holding History

Caprock Group’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
Q1 		$1.67M Buy
497,265
+109,425
+28% +$369K 0.04% 391
2025
Q4 		$1.15M Buy
387,840
+238,412
+160% +$711K 0.02% 570
2025
Q3 		$410K Buy
+149,428
New +$396K 0.01% 848

Other funds holding BBDO

OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Caprock Group's BBDO Position: Q1 2026 in Review

Caprock Group increased its Banco Bradesco (BBDO) stake by 28% in Q1 2026, buying an estimated $369K and bringing the position to 497,265 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #391.

Caprock Group first reported a position in BBDO in Q3 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold BBDO as of Q1 2026.

  • Caprock Group held 497,265 shares of Banco Bradesco worth $1.67M as of Q1 2026.
  • Caprock Group bought 109,425 Banco Bradesco shares in Q1 2026, an estimated $369K.
  • Banco Bradesco made up 0.04% of Caprock Group's portfolio in Q1 2026, its #391 holding.
  • Caprock Group first reported a position in Banco Bradesco in Q3 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.