Intergy Private Wealth’s Banco Bradesco BBDO Stock Holding History

Intergy Private Wealth’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	$42.2K	Buy	14,068 +148	+1%	+$482	0.01%	147
2026 Q1	$45.8K	Buy	13,920 +3,323	+31%	+$11.2K	0.01%	123
2025 Q4	$30.4K	Buy	+10,597	New	+$31.6K	0.01%	116

Other funds holding BBDO

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Intergy Private Wealth's BBDO Position: Q2 2026 in Review

Intergy Private Wealth increased its Banco Bradesco (BBDO) stake by 1.1% in Q2 2026, buying an estimated $482 and bringing the position to 14,068 shares worth $42.2K. The position accounts for 0.01% of the portfolio, ranked #147.

Intergy Private Wealth first reported a position in BBDO in Q4 2025 and has held it in 3 quarters since. The position peaked at $45.8K in Q1 2026. 6 funds tracked by Wall St. Rank hold BBDO as of Q2 2026.

Intergy Private Wealth held 14,068 shares of Banco Bradesco worth $42.2K as of Q2 2026.
Intergy Private Wealth bought 148 Banco Bradesco shares in Q2 2026, an estimated $482.
Banco Bradesco made up 0.01% of Intergy Private Wealth's portfolio in Q2 2026, its #147 holding.
Intergy Private Wealth first reported a position in Banco Bradesco in Q4 2025 and has held it in 3 quarters since.
Intergy Private Wealth's Banco Bradesco position peaked at $45.8K in Q1 2026.
6 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.