Creative Planning
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Creative Planning’s Banco Bradesco BBD Stock Holding History

Creative Planning’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
2015
Q4 		– Sell
-9,141
Closed -$1K – 4406
2015
Q3 		$1K Buy
+9,141
New +$30.8K ﹤0.01% 4071

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

Creative Planning's BBD Position: Q2 2026 in Review

Creative Planning increased its Banco Bradesco (BBD) stake by 301% in Q2 2026, buying an estimated $379K and bringing the position to 138,054 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #3219.

Creative Planning first reported a position in BBD in Q4 2013 and has held it in 28 quarters since. The position peaked at $950K in Q4 2023. 295 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • Creative Planning held 138,054 shares of Banco Bradesco worth $479K as of Q2 2026.
  • Creative Planning bought 103,628 Banco Bradesco shares in Q2 2026, an estimated $379K.
  • Banco Bradesco made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3219 holding.
  • Creative Planning first reported a position in Banco Bradesco in Q4 2013 and has held it in 28 quarters since.
  • Creative Planning's Banco Bradesco position peaked at $950K in Q4 2023.
  • 295 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.