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Concurrent Investment Advisors’s Banco Bradesco BBD Stock Holding History

Concurrent Investment Advisors’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 		$101K Buy
29,142
+9,690
+50% +$35.5K ﹤0.01% 2022
2026
Q1 		$71K Buy
+19,452
New +$73.8K ﹤0.01% 1854

Other funds holding BBD

AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
Wellington Management Group
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
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concurrent Investment Advisors's BBD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Banco Bradesco (BBD) stake by 50% in Q2 2026, buying an estimated $35.5K and bringing the position to 29,142 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Concurrent Investment Advisors first reported a position in BBD in Q1 2026 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • Concurrent Investment Advisors held 29,142 shares of Banco Bradesco worth $101K as of Q2 2026.
  • Concurrent Investment Advisors bought 9,690 Banco Bradesco shares in Q2 2026, an estimated $35.5K.
  • Banco Bradesco made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2022 holding.
  • Concurrent Investment Advisors first reported a position in Banco Bradesco in Q1 2026 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.