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HB Wealth Management’s Banco Bradesco BBD Stock Holding History

HB Wealth 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
2025
Q2 		– Sell
-11,469
Closed -$25.6K – 1176
2025
Q1 		$25.6K Sell
11,469
-735
-6% -$1.52K ﹤0.01% 1201
2024
Q4 		$23.3K Buy
+12,204
New +$28.6K ﹤0.01% 1054
2024
Q3 		– Sell
-11,910
Closed -$26.7K – 983
2024
Q2 		$26.7K Sell
11,910
-1,337
-10% -$3.46K ﹤0.01% 918
2024
Q1 		$37.9K Buy
13,247
+899
+7% +$2.68K ﹤0.01% 840
2023
Q4 		$43.2K Buy
12,348
+438
+4% +$1.37K ﹤0.01% 777
2023
Q3 		$33.9K Hold
11,910
– – ﹤0.01% 755
2023
Q2 		$41.2K Hold
11,910
– – ﹤0.01% 719
2023
Q1 		$31.2K Buy
+11,910
New +$31.7K ﹤0.01% 709

Other funds holding BBD

AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HB Wealth Management's BBD Position: Q2 2025 in Review

HB Wealth Management sold out of Banco Bradesco (BBD) in Q2 2025, closing a stake of 11,469 shares — an estimated $25.6K sold.

HB Wealth Management first reported a position in BBD in Q1 2023 and held it in 8 quarters. The position peaked at $43.2K in Q4 2023. 244 funds tracked by Wall St. Rank hold BBD as of Q2 2025.

  • HB Wealth Management reported no remaining Banco Bradesco position as of Q2 2025 after selling out during the quarter.
  • HB Wealth Management sold 11,469 Banco Bradesco shares in Q2 2025, an estimated $25.6K.
  • HB Wealth Management first reported a position in Banco Bradesco in Q1 2023 and held it in 8 quarters.
  • HB Wealth Management's Banco Bradesco position peaked at $43.2K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2025.

Based on HB Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.