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EverSource Wealth Advisors’s Banco Bradesco BBDO Stock Holding History

EverSource Wealth Advisors’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 		– Sell
-5
Closed -$14 – 4396
2025
Q4 		$14 Hold
5
– – ﹤0.01% 4236
2025
Q3 		$15 Sell
5
-3,625
-100% -$9.6K ﹤0.01% 4287
2025
Q2 		$9.91K Buy
+3,630
New +$8.54K ﹤0.01% 2810

Other funds holding BBDO

OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 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 $1.89B AUM 26.04% 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 $424B AUM 22.96% 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 $864M AUM 21.64% 1-Year Est. Return

EverSource Wealth Advisors's BBDO Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Banco Bradesco (BBDO) in Q1 2026, closing a stake of 5 shares — an estimated $14 sold.

EverSource Wealth Advisors first reported a position in BBDO in Q2 2025 and held it in 3 quarters. The position peaked at $9.91K in Q2 2025. 52 funds tracked by Wall St. Rank hold BBDO as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Banco Bradesco position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 5 Banco Bradesco shares in Q1 2026, an estimated $14.
  • EverSource Wealth Advisors first reported a position in Banco Bradesco in Q2 2025 and held it in 3 quarters.
  • EverSource Wealth Advisors's Banco Bradesco position peaked at $9.91K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.