IWC
BBD icon

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
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 $1.37B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return