Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Banco Bradesco BBD Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$28.3K Buy
7,757
+442
+6% +$1.68K ﹤0.01% 4206
2025
Q4 		$24K Sell
7,315
-479
-6% -$1.63K ﹤0.01% 4058
2025
Q3 		$26K Hold
7,794
– – ﹤0.01% 3960
2025
Q2 		$24K Sell
7,794
-911
-10% -$2.4K ﹤0.01% 3787
2025
Q1 		$19K Buy
8,705
+5,662
+186% +$11.7K ﹤0.01% 3698
2024
Q4 		$6K Buy
3,043
+347
+13% +$813 ﹤0.01% 4093
2024
Q3 		$7K Buy
2,696
+154
+6% +$395 ﹤0.01% 3920
2024
Q2 		$6K Sell
2,542
-5,072
-67% -$13.1K ﹤0.01% 3749
2024
Q1 		$22K Sell
7,614
-1,031
-12% -$3.07K ﹤0.01% 2816
2023
Q4 		$30K Sell
8,645
-2,051
-19% -$6.43K ﹤0.01% 2505
2023
Q3 		$30K Sell
10,696
-19
-0.2% -$60 ﹤0.01% 2403
2023
Q2 		$37K Buy
10,715
+2,065
+24% +$6.38K ﹤0.01% 2201
2023
Q1 		$23K Buy
8,650
+5,711
+194% +$15.2K ﹤0.01% 2394
2022
Q4 		$8K Buy
2,939
+1,677
+133% +$5.43K ﹤0.01% 2907
2022
Q3 		$5K Sell
1,262
-2,624
-68% -$9.25K ﹤0.01% 3037
2022
Q2 		$13K Buy
3,886
+2,529
+186% +$9.72K ﹤0.01% 2403
2022
Q1 		$6K Buy
1,357
+441
+48% +$1.62K ﹤0.01% 2726
2021
Q4 		$3K Buy
+916
New +$3.03K ﹤0.01% 2937
2021
Q2 		$3K Sell
706
-71
-9% -$309 ﹤0.01% 2495
2021
Q1 		$3K Hold
777
– – ﹤0.01% 2495
2020
Q4 		$3K Hold
777
– – ﹤0.01% 2495
2020
Q3 		$3K Hold
777
– – ﹤0.01% 2495
2020
Q2 		$3K Sell
777
-78
-9% -$237 ﹤0.01% 2495
2020
Q1 		$3K Hold
855
– – ﹤0.01% 2495
2019
Q4 		$3K Hold
855
– – ﹤0.01% 2495
2019
Q3 		$3K Hold
855
– – ﹤0.01% 2495
2019
Q2 		$3K Sell
855
-170
-17% -$1.16K ﹤0.01% 2495
2019
Q1 		$3K Buy
+1,025
New +$7.37K ﹤0.01% 2495
2018
Q3 		– Sell
-129
Closed -$1K – 1838
2018
Q2 		$1K Buy
+129
New +$700 ﹤0.01% 1479

Other funds holding BBD

AF
Aquamarine Financial George Town $1.37B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BBD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Banco Bradesco (BBD) stake by 6% in Q1 2026, buying an estimated $1.68K and bringing the position to 7,757 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4206.

Carson Wealth (CWM LLC) first reported a position in BBD in Q2 2018 and has held it in 29 quarters since. The position peaked at $37K in Q2 2023. 288 funds tracked by Wall St. Rank hold BBD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,757 shares of Banco Bradesco worth $28.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 442 Banco Bradesco shares in Q1 2026, an estimated $1.68K.
  • Banco Bradesco made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4206 holding.
  • Carson Wealth (CWM LLC) first reported a position in Banco Bradesco in Q2 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Banco Bradesco position peaked at $37K in Q2 2023.
  • 288 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.