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Intentional Wealth Strategies’s Banco Bradesco BBDO Stock Holding History

Intentional Wealth Strategies’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
Q2 		– Sell
-5,002
Closed -$16.5K – 149
2026
Q1 		$16.5K Buy
+5,002
New +$16.8K 0.02% 302

Other funds holding BBDO

OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Intentional Wealth Strategies's BBDO Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Banco Bradesco (BBDO) in Q2 2026, closing a stake of 5,002 shares — an estimated $16.5K sold.

Intentional Wealth Strategies first reported a position in BBDO in Q1 2026 and held it in 1 quarter. The position peaked at $16.5K in Q1 2026. 54 funds tracked by Wall St. Rank hold BBDO as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Banco Bradesco position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 5,002 Banco Bradesco shares in Q2 2026, an estimated $16.5K.
  • Intentional Wealth Strategies first reported a position in Banco Bradesco in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Banco Bradesco position peaked at $16.5K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.