Corient Private Wealth
BBD icon

Corient Private Wealth’s Banco Bradesco BBD Stock Holding History

Corient Private Wealth’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 		$120K Sell
34,557
-4,215
-11% -$15.4K ﹤0.01% 2892
2026
Q1 		$142K Sell
38,772
-41,624
-52% -$158K ﹤0.01% 2629
2025
Q4 		$268K Buy
80,396
+40,251
+100% +$137K ﹤0.01% 2525
2025
Q3 		$136K Sell
40,145
-1,880
-4% -$5.67K ﹤0.01% 2410
2025
Q2 		$130K Buy
42,025
+3,402
+9% +$8.95K ﹤0.01% 2299
2025
Q1 		$86.1K Buy
+38,623
New +$80K ﹤0.01% 2185
2024
Q3 		– Sell
-16,848
Closed -$37.7K – 2468
2024
Q2 		$37.7K Sell
16,848
-8,159
-33% -$21.1K ﹤0.01% 2275
2024
Q1 		$71.5K Sell
25,007
-6,164
-20% -$18.4K ﹤0.01% 2213
2023
Q4 		$109K Sell
31,171
-2,062
-6% -$6.47K ﹤0.01% 2149
2023
Q3 		$90.4K Sell
33,233
-179
-0.5% -$567 ﹤0.01% 2037
2023
Q2 		$116K Buy
33,412
+3,256
+11% +$10.1K ﹤0.01% 1957
2023
Q1 		$79K Buy
30,156
+19,149
+174% +$50.9K ﹤0.01% 1906
2022
Q4 		$32.1K Buy
+11,007
New +$35.7K ﹤0.01% 1652

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

Corient Private Wealth's BBD Position: Q2 2026 in Review

Corient Private Wealth reduced its Banco Bradesco (BBD) stake by 11% in Q2 2026, selling an estimated $15.4K and leaving 34,557 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

Corient Private Wealth first reported a position in BBD in Q4 2022 and has held it in 13 quarters since. The position peaked at $268K in Q4 2025. 294 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • Corient Private Wealth held 34,557 shares of Banco Bradesco worth $120K as of Q2 2026.
  • Corient Private Wealth sold 4,215 Banco Bradesco shares in Q2 2026, an estimated $15.4K.
  • Banco Bradesco made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2892 holding.
  • Corient Private Wealth first reported a position in Banco Bradesco in Q4 2022 and has held it in 13 quarters since.
  • Corient Private Wealth's Banco Bradesco position peaked at $268K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.