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Integrated Wealth Concepts’s Banco Bradesco BBD Stock Holding History

Integrated Wealth Concepts’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 		$567K Buy
163,460
+16,998
+12% +$62.2K ﹤0.01% 1577
2026
Q1 		$535K Buy
146,462
+16,734
+13% +$63.5K ﹤0.01% 1504
2025
Q4 		$432K Buy
129,728
+11,694
+10% +$39.8K 0.01% 1163
2025
Q3 		$399K Buy
118,034
+2,075
+2% +$6.26K ﹤0.01% 1473
2025
Q2 		$358K Buy
115,959
+94,857
+450% +$250K ﹤0.01% 1466
2025
Q1 		$47.1K Sell
21,102
-2,950
-12% -$6.11K ﹤0.01% 1703
2024
Q4 		$45.9K Sell
24,052
-15,950
-40% -$37.4K ﹤0.01% 1686
2024
Q3 		$106K Buy
40,002
+2,907
+8% +$7.45K ﹤0.01% 1607
2024
Q2 		$83.1K Sell
37,095
-16,394
-31% -$42.4K ﹤0.01% 1587
2024
Q1 		$153K Sell
53,489
-9,996
-16% -$29.8K ﹤0.01% 1555
2023
Q4 		$222K Sell
63,485
-12,872
-17% -$40.4K ﹤0.01% 1417
2023
Q3 		$218K Buy
76,357
+3,476
+5% +$11K ﹤0.01% 1374
2023
Q2 		$252K Buy
72,881
+692
+1% +$2.14K ﹤0.01% 1311
2023
Q1 		$189K Buy
72,189
+1,056
+1% +$2.81K ﹤0.01% 1227
2022
Q4 		$205K Sell
71,133
-759
-1% -$2.46K 0.01% 941
2022
Q3 		$265K Buy
71,892
+56,599
+370% +$200K 0.01% 773
2022
Q2 		$50K Buy
+15,293
New +$58.8K ﹤0.01% 958

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

Integrated Wealth Concepts's BBD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Banco Bradesco (BBD) stake by 12% in Q2 2026, buying an estimated $62.2K and bringing the position to 163,460 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Integrated Wealth Concepts first reported a position in BBD in Q2 2022 and has held it in 17 quarters since. 295 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • Integrated Wealth Concepts held 163,460 shares of Banco Bradesco worth $567K as of Q2 2026.
  • Integrated Wealth Concepts bought 16,998 Banco Bradesco shares in Q2 2026, an estimated $62.2K.
  • Banco Bradesco made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1577 holding.
  • Integrated Wealth Concepts first reported a position in Banco Bradesco in Q2 2022 and has held it in 17 quarters since.
  • 295 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

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