GeoWealth Management’s Banco Bradesco BBD Stock Holding History

GeoWealth Management’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	$303K	Buy	87,208 +30,133	+53%	+$110K	0.01%	651
2026 Q1	$208K	Buy	+57,075	New	+$216K	0.01%	711
2025 Q3	–	Sell	-4,836	Closed	-$14.9K	–	808
2025 Q2	$14.9K	Sell	4,836 -20,434	-81%	-$53.8K	﹤0.01%	1096
2025 Q1	$56.4K	Sell	25,270 -25,767	-50%	-$53.4K	﹤0.01%	877
2024 Q4	$97.5K	Buy	51,037 +14,917	+41%	+$34.9K	﹤0.01%	978
2024 Q3	$96.1K	Buy	36,120 +1,229	+4%	+$3.15K	﹤0.01%	904
2024 Q2	$78.2K	Buy	34,891 +3,160	+10%	+$8.17K	﹤0.01%	789
2024 Q1	$90.8K	Sell	31,731 -3,321	-9%	-$9.89K	﹤0.01%	778
2023 Q4	$123K	Buy	+35,052	New	+$110K	0.01%	562

Other funds holding BBD

Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GeoWealth Management's BBD Position: Q2 2026 in Review

GeoWealth Management increased its Banco Bradesco (BBD) stake by 53% in Q2 2026, buying an estimated $110K and bringing the position to 87,208 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #651.

GeoWealth Management first reported a position in BBD in Q4 2023 and has held it in 9 quarters since. 294 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

GeoWealth Management held 87,208 shares of Banco Bradesco worth $303K as of Q2 2026.
GeoWealth Management bought 30,133 Banco Bradesco shares in Q2 2026, an estimated $110K.
Banco Bradesco made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #651 holding.
GeoWealth Management first reported a position in Banco Bradesco in Q4 2023 and has held it in 9 quarters since.
294 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.